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Home > Retirement Planners > michigan > northville > STONEBROOK PRIVATE LLC
STONEBROOK PRIVATE LLC
182 E Main Street
Northville, Michigan 48167
Tel: (248) 349-3027
About STONEBROOK PRIVATE LLC
STONEBROOK PRIVATE LLC, formally registered with the SEC as STONEBROOK PRIVATE LLC. The firm was established in 04/07/2023. They have over 2 offices throughout the country.
STONEBROOK PRIVATE LLC is a Northville, Michigan based Financial Planning firm with nearly $794,216,860 assets under management, offering retirement planning & investment advisory services to 3848 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 325434 |
| SEC# | 801-127617 |
| Assets Managed by Firm | $794,216,860 |
| No. of Clients | 3848 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Fixed fees
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 | 3848 | $794,216,860 |
| Individuals (other than high net worth individuals) | 348 | $124,398,627 |
| High net worth individuals | 209 | $616,549,360 |
| Pension and profit sharing plans | 3 | $45,304,666 |
| Charitable organizations | 9 | $7,762,301 |
| Corporations or other businesses | 2 | $201,906 |
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|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
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| $20,209,044,347 | 85 | 74 | |
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