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STONEMARK WEALTH MANAGEMENT

Tel: 626-304-9888
201 S. Lake Avenue
Suite 509
Pasadena, California  91101

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STONEMARK WEALTH MANAGEMENT

STONEMARK WEALTH MANAGEMENT is a Pasadena, California based financial advisory firm with nearly $427,080,146 in assets under management and provides investment advisory services for 748 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Other (CONSULTING SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

158413

SEC#:

801-77286

No. of Clients:

748

Assets under Management

$427,080,146

No. of Advisors:

7

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