S
CRD: 165880
Stability Partners Advisory Group, LLC
$140.9M Total AUM
$140.9M Disc. AUM
-- 3Y CAGR
3 Employees
200 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-11-2013
- Office Locations
- 1
Office Locations
9070 Glennloch Forest Drive Suite 400 Spring TX
About Stability Partners Advisory Group, LLC
Stability Partners Advisory Group, LLC is a Spring-based RIA. The firm has been operating for 13 years. Managing $140.9M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
59 AVG AGE
$47.0M AVG AUM / ADVISOR
$704.6K AVG AUM / CLIENT
10.6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JEAN MARIE CASAGRANDE
General Partner, PARTNER
- CRD
- #2005430
- Ownership
- 50% but less than 75%
Available
Available
Available
B
BRYAN POWELL
Chief Compliance Officer, Managing Partner, PARTNER
- CRD
- #5988703
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
N
Nathan Thomas Powell
Investment Advisor
- CRD
- #7444342
Available
Available
Available
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $140,914,174 | -- |
| Non-Discretionary | $0 | -- |
| Total | $140,914,174 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing