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Building 2STONE RIDGE ADVISORS

Map pin
Phone212-431-4676
NotebookSEC #801-128819
Total AUM
$36.3M
Employees
1
Clients
26

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M. - 5:00 P.M.
BY APPOINTMENT ONLY
Phone
212-431-4676

ReceiptFinancials

Total AUM
$36.3M
Accounts
26
Discretionary
$36.3M
Accounts
26
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
14
AUM
$6.5M
HNW Individual Clients
11
AUM
$29M
Pension/Profit Sharing Plan Clients
1
AUM
$800.1K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYTX

HandshakeAffiliates

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

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