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Building 2STONECREST ADVISORS, INC.

Map pinAUSTIN, TX
Phone866-342-1069
NotebookSEC #801-128386
Total AUM
$398.8M
Employees
25
Clients
477

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 WEST 6TH STREET
SUITE 1550
AUSTIN
TX 78701-4666
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
866-342-1069
Other Offices
12

ReceiptFinancials

Total AUM
$398.8M
Accounts
477
Discretionary
$108.4M
Accounts
288
Non-Discretionary
$290.4M
Accounts
189

ContactClients

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Individual Clients
389
AUM
$67.3M
HNW Individual Clients
22
AUM
$55.2M
Pension/Profit Sharing Plan Clients
1
AUM
$2.4M
Charitable Organization Clients
3
AUM
$6.8M
Corporation or Business Clients
62
AUM
$267.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
DCFLNJNYPAPRTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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