Maidstone Wealth Management, LLC
Maidstone Wealth Management, LLC (CRD# 291873) is a financial advisory firm headquartered in Cambridge, NY. They manage $20,704,195 in 29 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Maidstone Wealth Management, LLC
By the Numbers
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Total Assets Under Management21MILLION
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Total Number of Accounts29ACCOUNTS
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Average Account Value$713,938
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY, TX
Financial Advisors at Maidstone Wealth Management, LLC
1
Stephen Lulla (CRD# 1365623) is an Investment Advisor Representative working at Maidstone Wealth Management, LLC in Cambridge, NY and has over 6 years of experience in the finance industry.
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