$87.0M Total AUM
$87.0M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
30 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-26-1996
- Office Locations
- 1
Office Locations
-- Rancho Mirage CA
About Stoke Capital
Stoke Capital is a Rancho Mirage, CA-based RIA providing investment management and financial planning, including portfolio construction, estate planning, insurance and business-succession guidance. The practice focuses on retail clients such as entrepreneurs, building diversified allocations using mutual funds and ETFs with a fixed-income and emerging-markets toolkit. Client assets are custodied with Charles Schwab.
Team overview
-- AVG AGE
$87.0M AVG AUM / ADVISOR
$5.1M AVG AUM / CLIENT
30.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
R
ROBERT ANDREW PIANO
President, Principal
- CRD
- #2637668
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,991,809 | -- |
| Non-Discretionary | $0 | -- |
| Total | $86,991,809 | -- |
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 Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing