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STONEHEARTH CAPITAL MANAGEMENT
100 Conifer Hill Drive, Unit 105
Danvers, Massachusetts 01923
Tel: 978-624-3000
About STONEHEARTH CAPITAL MANAGEMENT
STONEHEARTH CAPITAL MANAGEMENT, formally registered with the SEC as STONEHEARTH CAPITAL MANAGEMENT. The firm was established in 05/04/2007. They have over 1 offices throughout the country.
STONEHEARTH CAPITAL MANAGEMENT is a Danvers, Massachusetts based Financial Planning firm with nearly $386,744,154 assets under management, offering retirement planning & investment advisory services to 1400 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 128866 |
| SEC# | 801-67868 |
| Assets Managed by Firm | $386,744,154 |
| No. of Clients | 1400 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1400 | $386,744,154 |
| Individuals (other than high net worth individuals) | 393 | $155,554,719 |
| High net worth individuals | 116 | $231,189,435 |
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