Moonstone Asset Management, Inc.

Moonstone Asset Management, Inc. (CRD# 146096) is a financial advisory firm headquartered in Northbrook, IL. They manage $47,000,000 in 152 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    152
    ACCOUNTS
  • Average Account Value
    $309,211
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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
Karen M. Natkin
CRD#: 5189056
500 Skokie Boulevard, Suite 280, Northbrook, IL 60062
93
Wealthminder
score

Karen Natkin (CRD# 5189056) is an Investment Advisor Representative working at Moonstone Asset Management, Inc. in Northbrook, IL and has over 10 years of experience in the finance industry.

2
David P. Podber
CRD#: 4456251
500 Skokie Boulevard, Suite 300, Northbrook, IL 60062
93
Wealthminder
score

David Podber (CRD# 4456251) is an Investment Advisor Representative working at Moonstone Asset Management, Inc. in Northbrook, IL and has over 11 years of experience in the finance industry.

3
Bradley J. Price
CRD#: 4289214
500 Skokie Boulevard, Suite 280, Northbrook, IL 60062
93
Wealthminder
score

Bradley Price (CRD# 4289214) is an Investment Advisor Representative working at Moonstone Asset Management, Inc. in Northbrook, IL and has over 15 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.