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Building 2STONEBROOK PRIVATE LLC

Map pinNORTHVILLE, MI
Phone(248) 349-3027
NotebookSEC #801-127617
Total AUM
$937M
Employees
11
Clients
596

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
182 E MAIN STREET
NORTHVILLE
MI 48167
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(248) 349-3027
Other Offices
1

ReceiptFinancials

Total AUM
$937M
Accounts
4,146
Discretionary
$877.2M
Accounts
4,016
Non-Discretionary
$59.8M
Accounts
130

ContactClients

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Individual Clients
319
AUM
$96.8M
HNW Individual Clients
263
AUM
$783.8M
Pension/Profit Sharing Plan Clients
3
AUM
$47.4M
Charitable Organization Clients
9
AUM
$8.8M
Corporation or Business Clients
2
AUM
$172.6K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILMINENJNYOHTNTXVA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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