Stone Hill Wealth Management, LLC
Stone Hill Wealth Management, LLC (CRD# 282930) is a financial advisory firm headquartered in Dallas, TX. They manage $14,201,585 in 126 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management14MILLION
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Total Number of Accounts126ACCOUNTS
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Average Account Value$112,711
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
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.
TX
Financial Advisors at Stone Hill Wealth Management, LLC
1
Phillip Washington (CRD# 5026394) is an Investment Advisor Representative working at Stone Hill Wealth Management, LLC in Dallas, TX and has over 17 years of experience in the finance industry.
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