STONEMARK WEALTH MANAGEMENT

201 S. Lake Avenue
Suite 509
Pasadena, California 91101
Tel: 626-304-9888

About STONEMARK WEALTH MANAGEMENT

STONEMARK WEALTH MANAGEMENT, formally registered with the SEC as STONEMARK WEALTH MANAGEMENT. The firm was established in 11/08/2012. They have over 2 offices throughout the country.

STONEMARK WEALTH MANAGEMENT is a Pasadena, California based Financial Planning firm with nearly $427,080,146 assets under management, offering retirement planning & investment advisory services to 748 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158413
SEC#	801-77286
Assets Managed by Firm	$427,080,146
No. of Clients	748
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	748	$427,080,146
Individuals (other than high net worth individuals)	238	$88,069,694
High net worth individuals	114	$323,610,452
Pension and profit sharing plans	8	$15,400,000

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