STANCE CAPITAL LLC

131 Dartmouth Street
3rd Floor
Boston, Massachusetts 02116
Tel: 617-875-1062

About STANCE CAPITAL LLC

STANCE CAPITAL LLC, formally registered with the SEC as STANCE CAPITAL LLC. The firm was established in 01/06/2021. They have over 2 offices throughout the country.

STANCE CAPITAL LLC is a Boston, Massachusetts based Financial Planning firm with nearly $186,806,692 assets under management, offering retirement planning & investment advisory services to 111 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284267
SEC#	801-120103
Assets Managed by Firm	$186,806,692
No. of Clients	111
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 investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (RESEARCH)

Firm Client Information

	No. of Clients	AUM
Firm Total	111	$186,806,692
Individuals (other than high net worth individuals)	11	$3,446,705
High net worth individuals	14	$20,930,756
Pension and profit sharing plans	10	$65,297,414
Charitable organizations	1	$393,322
Other investment advisers	9	$35,874,791

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