Stone Lake Wealth Management, LLC
Stone Lake Wealth Management, LLC (CRD# 283554) is a financial advisory firm headquartered in Greenwich, CT. They manage $7,100,000 in 23 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management7MILLION
Total Number of Accounts23ACCOUNTS
Average Account Value$308,696
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Sumit Kumar (CRD# 4709765) is an Investment Advisor Representative working at Stone Lake Wealth Management, LLC in Greenwich, CT and has over 14 years of experience in the finance industry.