LOGAN STONE

200 S Wacker Drive
Suite 2650
Chicago, Illinois 60606
Tel: 312-858-1670

About LOGAN STONE

LOGAN STONE, formally registered with the SEC as LOGAN STONE. The firm was established in 01/04/2021. They have over 2 offices throughout the country.

LOGAN STONE is a Chicago, Illinois based Financial Planning firm with nearly $805,386,945 assets under management, offering retirement planning & investment advisory services to 21 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311547
SEC#	801-120099
Assets Managed by Firm	$805,386,945
No. of Clients	21
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	21	$805,386,945
High net worth individuals	14	$13,812,156

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