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Building 2STONE WEALTH PARTNERS LLC

Map pinLAFAYETTE, LA
Phone337-660-2334
NotebookSEC #801-129772
Total AUM
$142.9M
Employees
6
Clients
375

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1200 CAMELLIA
SUITE 101
LAFAYETTE
LA 70508
United States
Operating Hours
8:00AM-5:00PM CT
Monday - Friday
Phone
337-660-2334
Other Offices
1

ReceiptFinancials

Total AUM
$142.9M
Accounts
750
Discretionary
$141.9M
Accounts
728
Non-Discretionary
$937K
Accounts
22

ContactClients

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Individual Clients
347
AUM
$62.7M
HNW Individual Clients
28
AUM
$80.1M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLATX

HandshakeAffiliates

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

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