$72.5M Total AUM
$68.3M Disc. AUM
-- 3Y CAGR
4 Employees
103 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-25-2012
- Office Locations
- 1
Office Locations
281 E. Grove ST Clarks Green PA
About Stone Securities Inc.
Stone Securities, Inc. is a Pennsylvania-registered investment adviser serving families with personalized planning and portfolio management. The team offers both fee-based fiduciary advisory accounts and commission brokerage accounts, including individual stock trading and a broad mix of securities. Portfolios primarily use public funds and ETFs, with custody through Fidelity/NFS.
Team overview
-- AVG AGE
$18.1M AVG AUM / ADVISOR
$704.1K AVG AUM / CLIENT
11.7 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
No owner records available.
Showing 0 of 0 owners & executives
Unlock allContacts
CHERYL LISA CHIN
Vice President
- CRD
- #2529304
Available
Available
Available
GLENN FRANKLIN FERRELL
Investment Advisor
- CRD
- #3191025
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,324,763 | -- |
| Non-Discretionary | $4,200,480 | -- |
| Total | $72,525,243 | -- |
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 Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing