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Building 2STONECREEK PRIVATE WEALTH, LLC

Map pin
Phone214-415-6726
NotebookSEC #801-132484
Total AUM
$193.3M
Employees
1
Clients
69

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00-5:00
Monday - Friday
Phone
214-415-6726

ReceiptFinancials

Total AUM
$193.3M
Accounts
202
Discretionary
$193.3M
Accounts
202
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
7
AUM
$493.6K
HNW Individual Clients
62
AUM
$192.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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