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Building 2HEYDORN STONE CAPITAL MANAGEMENT LLC

Map pinLARCHMONT, NY
Phone914-752-5300
NotebookSEC #801-64133
Total AUM
$142M
Employees
3
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2039 PALMER AVENUE
SUITE 202
LARCHMONT
NY 10538
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
914-752-5300

ReceiptFinancials

Total AUM
$142M
Accounts
364
Discretionary
$132M
Accounts
331
Non-Discretionary
$10M
Accounts
33

ContactClients

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Individual Clients
50
AUM
$24.5M
HNW Individual Clients
63
AUM
$114.4M
Pension/Profit Sharing Plan Clients
2
AUM
$1.3M
Charitable Organization Clients
2
AUM
$1.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANJNYOHTX

HandshakeAffiliates

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

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