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Building 2STONE HOUSE INVESTMENT MANAGEMENT, LLC

Map pinMONTROSE, PA
Phone570-278-6926
NotebookSEC #801-68425
Total AUM
$43.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
210 MAPLE STREET
MONTROSE
PA 18801-1223
United States
Operating Hours
9-5
Monday - Friday
Phone
570-278-6926

ReceiptFinancials

Total AUM
$43.4M
Accounts
381
Discretionary
$43.4M
Accounts
381
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SHARES IN THIRD PARTY ADVISORY FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CTNYPATXVA

HandshakeAffiliates

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

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