46 And 2 Investment Advisors, LLC
46 And 2 Investment Advisors, LLC (CRD# 169617) is a financial advisory firm headquartered in Traverse City, MI. They manage $23,100,000 in 15 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management23MILLION
Total Number of Accounts15ACCOUNTS
Average Account Value$1,540,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
William Stone (CRD# 2988659) is an Investment Advisor Representative working at 46 And 2 Investment Advisors, LLC in Traverse City, MI and has over 18 years of experience in the finance industry. William Stone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.