STABLEFORD CAPITAL LLC

14648 N. Scottsdale Road
Suite 130
Scottsdale, Arizona 85254
Tel: 480-493-2300

About STABLEFORD CAPITAL LLC

STABLEFORD CAPITAL LLC, formally registered with the SEC as STABLEFORD CAPITAL LLC. The firm was established in 11/07/2014. They have over 4 offices throughout the country.

STABLEFORD CAPITAL LLC is a Scottsdale, Arizona based Financial Planning firm with nearly $270,591,523 assets under management, offering retirement planning & investment advisory services to 268 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173383
SEC#	801-80522
Assets Managed by Firm	$270,591,523
No. of Clients	268
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	268	$270,591,523
Individuals (other than high net worth individuals)	46	$17,490,584
High net worth individuals	51	$248,801,359
Pension and profit sharing plans	2	$4,299,580

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