A.l. Stuart Investments, LLC
A.l. Stuart Investments, LLC (CRD# 158974) is a financial advisory firm headquartered in Stamford, CT. They manage $150,817,117 in 127 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management151MILLION
Total Number of Accounts127ACCOUNTS
Average Account Value$1,187,536
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Nathan Allen (CRD# 2392046) is an Investment Advisor Representative working at A.l. Stuart Investments, LLC in Stamford, CT and has over 18 years of experience in the finance industry.