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STONE ISLAND FINANCIAL PLANNING
Tel: 630-784-2200
900 E. Diehl Road Suite 181
Naperville, Illinois 60563
STONE ISLAND FINANCIAL PLANNING
STONE ISLAND FINANCIAL PLANNING is a Naperville, Illinois based financial advisory firm with nearly $135,101,245 in assets under management and provides investment advisory services for 259 clients. There are currently 6 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
Firm CRD#:
146765
SEC#:
801-69943
No. of Clients:
259
Assets under Management
$135,101,245
No. of Advisors:
6
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