CRD: 146096
Moonstone Asset Management, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-21-2008
- Office Locations
- 2
Office Locations
About Moonstone Asset Management, Inc.
Moonstone Asset Management is a fee-only, independent concierge RIA serving Chicago’s North Shore and beyond. The team provides in-house investment management plus holistic financial and retirement planning, building custom portfolios aligned to clients’ lifestyle needs and life-stage transitions. Public filings indicate portfolios are implemented primarily with ETFs and custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
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Owner & Executives
KAREN MAE NATKIN
Founder, President
- CRD
- #5189056
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Adam Matthew Meyer
--
- CRD
- #8074640
Debra Hokin Meyer
Managing Director
- CRD
- #7355832
Radial optima
Focus frontier
- CRD
- #53905
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $75,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,533,036,566 | 41.5% |
| Cash | $4,043,837,033 | 47.5% |
| U.S. Government/Agency | $936,467,524 | 11.0% |
| Total | $8,513,341,123 | 100.0% |