Heydorn Stone Capital Management LLC
Heydorn Stone Capital Management LLC (CRD# 125903) is a financial advisory firm headquartered in Larchmont, NY. They manage $97,823,693 in 338 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
Heydorn Stone Capital Management LLC
By the Numbers
-
Total Assets Under Management98MILLION
-
Total Number of Accounts338ACCOUNTS
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Average Account Value$289,419
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, MA, NJ, NY, OH, TX
Financial Advisors at Heydorn Stone Capital Management LLC
1
Margaret Heydorn (CRD# 4145016) is an Investment Advisor Representative working at Heydorn Stone Capital Management LLC in Larchmont, NY and has over 23 years of experience in the finance industry.
2
Alana Stone (CRD# 2699278) is an Investment Advisor Representative working at Heydorn Stone Capital Management LLC in Larchmont, NY and has over 28 years of experience in the finance industry.
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