Stone Financial
Stone Financial (CRD# 226690) is a financial advisory firm headquartered in , . They manage $19,455,677 in 200 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Stone Financial
By the Numbers
-
Total Assets Under Management19MILLION
-
Total Number of Accounts200ACCOUNTS
-
Average Account Value$97,278
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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.
AR, MO, TX
Financial Advisors at Stone Financial
1
David Stone (CRD# 5360014) is an Investment Advisor Representative working at Stone Financial in Harrison, AR and has over 16 years of experience in the finance industry.
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