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Home > Retirement Planners > illinois > naperville > STONE ISLAND FINANCIAL PLANNING
STONE ISLAND FINANCIAL PLANNING
900 E. Diehl Road
Suite 181
Naperville, Illinois 60563
Tel: 630-784-2200
About STONE ISLAND FINANCIAL PLANNING
STONE ISLAND FINANCIAL PLANNING, formally registered with the SEC as STONE ISLAND FINANCIAL PLANNING. The firm was established in 02/27/2009. They have over 2 offices throughout the country.
STONE ISLAND FINANCIAL PLANNING is a Naperville, Illinois based Financial Planning firm with nearly $135,101,245 assets under management, offering retirement planning & investment advisory services to 259 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 146765 |
| SEC# | 801-69943 |
| Assets Managed by Firm | $135,101,245 |
| No. of Clients | 259 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 259 | $135,101,245 |
| Individuals (other than high net worth individuals) | 33 | $29,679,565 |
| High net worth individuals | 119 | $105,227,547 |
| Pension and profit sharing plans | 1 | $188,466 |
| Charitable organizations | 1 | $5,667 |
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