Stone Steps Financial, LLC
Stone Steps Financial, LLC (CRD# 175289) is a financial advisory firm headquartered in Encinitas, CA. They manage $87,558,692 in 84 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management88MILLION
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Total Number of Accounts84ACCOUNTS
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Average Account Value$1,042,365
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, TX
Scott Frank (CRD# 5408098) is an Investment Advisor Representative working at Stone Steps Financial, LLC in Encinitas, CA and has over 16 years of experience in the finance industry.
Mary Brennan (CRD# 5716708) is an Investment Advisor Representative working at Stone Steps Financial, LLC in Encinitas, CA and has over 14 years of experience in the finance industry.
Guo Liu (CRD# 7558840) is an Investment Advisor Representative working at Stone Steps Financial, LLC in Encinitas, CA and has 1 year of experience in the finance industry.