CRD: 128859
Stawnychy Financial Services, Inc.
$131.2M Total AUM
$130.1M Disc. AUM
-- 3Y CAGR
4 Employees
121 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-21-2005
- Office Locations
- 1
Office Locations
135 Kinnelon Road Suite 101 Kinnelon NJ
About Stawnychy Financial Services, Inc.
Stawnychy Financial Services, Inc. is an independent RIA in Kinnelon, NJ providing goal-based financial planning and discretionary portfolio management for individuals and business owners. The firm emphasizes risk scoring to align allocations and often uses ETFs and mutual funds. It also supports charitable giving and estate/legacy planning, and can custody assets at Charles Schwab.
Team overview
67 AVG AGE
$131.2M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
19.5 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
ZORIANA MARIA STAWNYCHY
Chief Compliance Officer, Investment Advisor, President
- CRD
- #849856
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,073,118 | $427,872 |
| Non-Discretionary | $1,139,935 | $569,968 |
| Total | $131,213,053 | $428,801 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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