Stoneharbor Investment Group, LLC
Stoneharbor Investment Group, LLC (CRD# 119982) is a financial advisory firm headquartered in Santa Fe, NM. They manage $49,742,530 in 84 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Stoneharbor Investment Group, LLC
By the Numbers
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Total Assets Under Management50MILLION
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Total Number of Accounts84ACCOUNTS
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Average Account Value$592,173
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, ME, NM, TX
Financial Advisors at Stoneharbor Investment Group, LLC
No Advisor Found.
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