360 Nw 27th Street
Floor 8
Miami, Florida 33137
Tel: 786-744 4255
ONE STONE PARTNERS LLC, formally registered with the SEC as ONE STONE PARTNERS LLC. The firm was established in 07/08/2015. They have over 1 offices throughout the country.
ONE STONE PARTNERS L.L.C. is a Miami, Florida based Financial Planning firm with nearly $264,123,668 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 3 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 163742 |
| SEC# | 801-100473 |
| Assets Managed by Firm | $264,123,668 |
| No. of Clients | 9 |
| No. of Advisors | 3 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9 | $264,123,668 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
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