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

Building 2STONE HILL FIDUCIARY MANAGEMENT, LLC

Map pinGREAT NECK, NY
Phone516-439-5581
NotebookSEC #801-76970
Total AUM
$2.8B
Employees
3
Clients
95

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1010 NORTHERN BOULEVARD
SUITE 308
GREAT NECK
NY 11021-5317
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
516-439-5581

ReceiptFinancials

Total AUM
$2.8B
Accounts
95
Discretionary
$2B
Accounts
88
Non-Discretionary
$820M
Accounts
7

ContactClients

View more in analytics →

Pension/Profit Sharing Plan Clients
94
AUM
$2.8B
Investment Advisor Clients
1
AUM
$3.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Institutional Portfolio ManagementOther ServicesPension Consulting
Other Services
ERISA 3(16) MANAGING FIDUCIARY SERVICES
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

View all affiliates →

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

Feature requires an account