CRD: 113802
Stonefield Investment Advisory, Inc.
$120.3M Total AUM
$120.3M Disc. AUM
-- 3Y CAGR
2 Employees
189 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-1999
- Office Locations
- 1
Office Locations
425 2ND St. SE, Ste. 1200 Cedar Rapids IA
About Stonefield Investment Advisory, Inc.
Stonefield Investment Advisory, Inc. is a Cedar Rapids-based RIA. The firm has been operating for 27 years. Managing $120.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$120.3M AVG AUM / ADVISOR
$636.2K AVG AUM / CLIENT
27.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
JON ROBERT WERNER
Chief Compliance Officer, Owner, President
- CRD
- #2454413
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,250,000 | $311,528 |
| Non-Discretionary | $0 | -- |
| Total | $120,250,000 | $311,528 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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