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Building 2STONY POINT WEALTH MANAGEMENT LLC

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Phone231-386-5280
NotebookSEC #801-62659
Total AUM
$0
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
231-386-5280

ReceiptFinancials

Total AUM
$0
Accounts
0
Discretionary
$0
Accounts
0
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ASSET BASED SUB-ADVISORY FEES

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Disclosures

None reported

State Registrations

None reported

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

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