CRD: 284038
Stoney Creek Advisors LLC
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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-23-2016
- Office Locations
- 2
Office Locations
About Stoney Creek Advisors LLC
Stoney Creek Advisors is a Rochester Hills, MI RIA providing fiduciary financial planning centered on retirement income planning, proactive tax strategies, and retirement forecasting, paired with risk-managed, asset-allocation portfolios. The team follows a Define-Clarity-Solve process to identify gaps and deliver an actionable retirement income strategy, and custodies with Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PETER A MITROFF
Advisor, VICE PRESIDENT
- CRD
- #2960165
- Ownership
- 50% but less than 75%
WILLIAM ALBERT WAGGONER II
Chief Compliance Officer, Financial Advisor, President
- CRD
- #2370124
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
Angelo Oreste D'Orazio
--
- CRD
- #6969359
ROBERT BRUCE KAHN
CPA
- CRD
- #5468116
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,866,529 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,866,529 | -- |
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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 |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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