CRD: 288005
Stonestreet Financial, Inc.
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- Custodian
- Charles Schwab & Company · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-05-2017
- Office Locations
- 1
Office Locations
About Stonestreet Financial, Inc.
Stonestreet Financial, Inc. is a wealth management firm providing holistic financial and retirement planning, investment management, and business-transition planning (valuation, buy-sell, succession, exit). The team also supports college planning and Personal CFO-style services for busy business owners, coordinating investments with estate and philanthropic goals. Portfolios blend traditional and alternative investments; custody includes Charles Schwab and Pershing.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
BRIAN JOSEPH MCGIVERN
Analyst, Chief Compliance Officer, President
- CRD
- #5438260
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $932,939 | -- |
| Non-Discretionary | $4,405,065 | -- |
| Total | $5,338,004 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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