ONE STONE GLOBAL LLC

75 State Street
Suite 100
Boston, Massachusetts 02109
Tel: 617-416-2257

About ONE STONE GLOBAL LLC

ONE STONE GLOBAL LLC, formally registered with the SEC as ONE STONE GLOBAL LLC. The firm was established in 02/19/2015. They have over 2 offices throughout the country.

ONE STONE GLOBAL LLC is a Boston, Massachusetts based Financial Planning firm with nearly $229,532,480 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	175052
SEC#	801-80980
Assets Managed by Firm	$229,532,480
No. of Clients	3
No. of Advisors	1

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$229,532,480
Pension and profit sharing plans	Fewer than 5 clients	$229,532,480

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