HEYDORN STONE CAPITAL MANAGEMENT LLC
Total AUM
$142M
Employees
3Clients
117Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2039 PALMER AVENUE
SUITE 202
LARCHMONT
NY 10538
United States
SUITE 202
LARCHMONT
NY 10538
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
914-752-5300
Financials
Total AUM
$142M
Accounts
364Discretionary
$132M
Accounts
331Non-Discretionary
$10M
Accounts
33
Clients
Individual Clients
50AUM
$24.5M
HNW Individual Clients
63AUM
$114.4M
Pension/Profit Sharing Plan Clients
2AUM
$1.3M
Charitable Organization Clients
2AUM
$1.8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACTFLMANJNYOHTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.