CRD: 169617
46 AND 2 Investment Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-18-2013
- Office Locations
- 1
Office Locations
About 46 AND 2 Investment Advisors, LLC
46 and 2 Investment Advisors is an independent Traverse City, MI RIA led by CFP Bill Stone (founded 2013). The firm delivers investment management, retirement and comprehensive financial planning, building customized asset-allocation portfolios informed by financial modeling, cash-flow and tax-aware strategies. Experience spans corporate executives, HNW families, retirement plans and foundations; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
WILLIAM JOSEPH STONE
Chief Compliance Officer, President
- CRD
- #2988659
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,285,000 | -- |
| Non-Discretionary | $15,672,000 | -- |
| Total | $51,957,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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