Be advised. This firm is no longer registered.

Stepping Stones Management, LLC

Stepping Stones Management, LLC (CRD# 138170) is a financial advisory firm headquartered in New York, NY. They manage $21,426,967 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
180 Central Park South, #611, New York, NY 10019
http://www.ssmgt.net
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $1,020,332
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Stepping Stones Management, LLC
No Advisor Found.

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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