Stembrook Asset Management, LLC
Stembrook Asset Management, LLC (CRD# 144116) is a financial advisory firm headquartered in Red Bank, NJ. They manage $82,320,956 in 132 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Stembrook Asset Management, LLC
By the Numbers
-
Total Assets Under Management82MILLION
-
Total Number of Accounts132ACCOUNTS
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Average Account Value$623,644
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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, NY
Financial Advisors at Stembrook Asset Management, LLC
1
Peter D'agati (CRD# 2406649) is an Investment Advisor Representative working at Stembrook Asset Management, LLC in Jersey City, NJ and has over 26 years of experience in the finance industry.
2
Thomas Kosinski (CRD# 5738565) is an Investment Advisor Representative working at Stembrook Asset Management, LLC in Red Bank, NJ and has over 11 years of experience in the finance industry.
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