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Building 2STONEMARK WEALTH MANAGEMENT

Map pinPASADENA, CA
Phone626-304-9888
NotebookSEC #801-77286
Total AUM
$609.8M
Employees
12
Clients
411

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
225 S. LAKE AVENUE
SUITE 1170
PASADENA
CA 91101
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
626-304-9888
Other Offices
1

ReceiptFinancials

Total AUM
$609.8M
Accounts
940
Discretionary
$595.9M
Accounts
936
Non-Discretionary
$13.9M
Accounts
4

ContactClients

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Individual Clients
248
AUM
$97.2M
HNW Individual Clients
150
AUM
$498.8M
Pension/Profit Sharing Plan Clients
13
AUM
$13.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLNVTX

HandshakeAffiliates

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

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