1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2A.L. STUART INVESTMENTS, LLC

Map pinSTAMFORD, CT
Phone203-969-1140
NotebookSEC #801-72813
Total AUM
$91.9M
Employees
8
Clients
21

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 DOCK STREET
SUITE 301
STAMFORD
CT 06902
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
203-969-1140

ReceiptFinancials

Total AUM
$91.9M
Accounts
57
Discretionary
$75.7M
Accounts
37
Non-Discretionary
$16.1M
Accounts
20

ContactClients

View more in analytics →

Individual Clients
1
AUM
$350.6K
HNW Individual Clients
17
AUM
$28.6M
Pooled Vehicle Clients
2
AUM
$52M
Corporation or Business Clients
1
AUM
$10.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTNY

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account