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Building 2STONEHEARTH CAPITAL MANAGEMENT

Map pinDANVERS, MA
Phone978-624-3000
NotebookSEC #801-67868
Total AUM
$425.4M
Employees
8
Clients
490

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 CONIFER HILL DRIVE, STE 105
DANVERS
MA 01923
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
978-624-3000

ReceiptFinancials

Total AUM
$425.4M
Accounts
1,338
Discretionary
$425.4M
Accounts
1,338
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
359
AUM
$162.7M
HNW Individual Clients
131
AUM
$262.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMAMENHNYTXVTWA

HandshakeAffiliates

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

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