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Building 2STONEKEEP INVESTMENTS, LLC

Map pin
Phone615-975-3635
NotebookSEC #801-128850
Total AUM
$169.6M
Employees
2
Clients
114

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPT. ONLY
BY APPT. ONLY
Phone
615-975-3635
Other Offices
1

ReceiptFinancials

Total AUM
$169.6M
Accounts
443
Discretionary
$169.6M
Accounts
443
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
87
AUM
$22.5M
HNW Individual Clients
23
AUM
$109.8M
Charitable Organization Clients
1
AUM
$1.5M
Corporation or Business Clients
3
AUM
$35.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANENMTNTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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