Be advised. This firm is no longer registered.

Stone Beach Investment Management, LLC

Stone Beach Investment Management, LLC (CRD# 163163) is a financial advisory firm headquartered in New Canaan, CT. They manage $20,848,112 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
59 Snowberry Lane, New Canaan, CT 06840
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $20,848,112
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Stone Beach Investment 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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