7500 Old Georgetown Road
Suite 200
Bethesda, Maryland 20814
Tel: 212-319-1438
SOAPSTONE MANAGEMENT LP, formally registered with the SEC as SOAPSTONE MANAGEMENT LP. The firm was established in 07/11/2016. They have over 1 offices throughout the country.
SOAPSTONE MANAGEMENT L.P. is a Bethesda, Maryland based Financial Planning firm with nearly $534,034,830 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 2 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 162936 |
| SEC# | 801-108028 |
| Assets Managed by Firm | $534,034,830 |
| No. of Clients | 1 |
| No. of Advisors | 2 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $534,034,830 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,752,267,028,988 | 4696 | 3814 | |
| $193,065,874,997 | 68 | 114 | |
| $108,331,371,643 | 23317 | 657 | |
| $65,095,381,946 | 126 | 101 | |
| $37,701,864,167 | 516 | 254 |
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