Moonstone Asset Management, Inc.

Moonstone Asset Management, Inc. (CRD# 146096) is a financial advisory firm headquartered in Northbrook, IL. They manage $69,000,000 in 88 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
707 Skokie Boulevard, Suite 520, Northbrook, IL 60062
http://www.moonstoneasset.com
By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    88
    ACCOUNTS
  • Average Account Value
    $784,091
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Moonstone Asset Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Bradley Price, financial advisor Northbrook IL
Bradley J. Price
CRD#: 4289214
707 Skokie Boulevard, Suite 520, Northbrook, IL 60062

Bradley Price (CRD# 4289214) is an Investment Advisor Representative working at Moonstone Asset Management, Inc. in Northbrook, IL and has over 22 years of experience in the finance industry.

2
Karen Natkin, financial advisor Northbrook IL
Karen M. Natkin
CRD#: 5189056
707 Skokie Boulevard, Suite 520, Northbrook, IL 60062

Karen Natkin (CRD# 5189056) is an Investment Advisor Representative working at Moonstone Asset Management, Inc. in Northbrook, IL and has over 17 years of experience in the finance industry.

3
Debra Meyer, financial advisor Northbrook IL
Debra H. Meyer
CRD#: 7355832
707 Skokie Boulevard, Suite 520, Northbrook, IL 60062

Debra Meyer (CRD# 7355832) is an Investment Advisor Representative working at Moonstone Asset Management, Inc. in Northbrook, IL and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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