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Building 2STONEHAVEN WEALTH & TAX SOLUTIONS

Map pinAPPLETON, WI
Phone920-882-0427
NotebookSEC #801-131172
Total AUM
$168.2M
Employees
3
Clients
310

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
540 SOUTH WESTLAND DRIVE
APPLETON
WI 54914
United States
Operating Hours
8:30 AM - 3:00 PM
Monday - Friday
Phone
920-882-0427

ReceiptFinancials

Total AUM
$168.2M
Accounts
832
Discretionary
$168.2M
Accounts
832
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
267
AUM
$87.3M
HNW Individual Clients
43
AUM
$80.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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