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Building 2STONEFIELD INVESTMENT ADVISORY, INC.

Map pinCEDAR RAPIDS, IA
Phone319-377-7811
NotebookSEC #801-134194
Total AUM
$120.2M
Employees
2
Clients
184

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
425 2ND STREET SE
SUITE 1200
CEDAR RAPIDS
IA 52401-1818
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
319-377-7811

ReceiptFinancials

Total AUM
$120.2M
Accounts
386
Discretionary
$120.2M
Accounts
386
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
152
AUM
$49.6M
HNW Individual Clients
29
AUM
$58.1M
Pension/Profit Sharing Plan Clients
2
AUM
$12M
Corporation or Business Clients
1
AUM
$500K

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
FLIALAMNNETX

HandshakeAffiliates

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

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