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- Custodian
- American Funds ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-08-2024
- Office Locations
- 1
Office Locations
About Stockade Wealth Management
Stockade Wealth Management is a Marlboro Township, NJ-based practice serving individuals and families nationwide with integrated financial planning and holistic wealth management spanning portfolio management, retirement, tax, estate/legacy and insurance guidance. The firm emphasizes long-term, diversified investing and ongoing plan monitoring via its Client Financial Organizer portal. Securities and advisory services are offered through LPL Financial, and the firm is currently welcoming new clients.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
JAIME LUIS QUINONES
CERTIFIED FINANCIAL PLANNER, Chief Compliance Officer, Managing Member
- CRD
- #5261003
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,618,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,618,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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