STONE HILL FIDUCIARY MANAGEMENT, LLC

1010 Northern Boulevard
Suite 308
Great Neck, New York 11021-5317
Tel: 516-439-5581

About STONE HILL FIDUCIARY MANAGEMENT, LLC

STONE HILL FIDUCIARY MANAGEMENT, LLC, formally registered with the SEC as STONE HILL FIDUCIARY MANAGEMENT, LLC. The firm was established in 08/02/2012. They have over 1 offices throughout the country.

STONE HILL FIDUCIARY MANAGEMENT, LLC is a Great Neck, New York based Financial Planning firm with nearly $2,160,456,028 assets under management, offering retirement planning & investment advisory services to 93 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164981
SEC#	801-76970
Assets Managed by Firm	$2,160,456,028
No. of Clients	93
No. of Advisors	3

Fee Structure

Fixed fees

Advisory Services Provided

Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (ERISA 3(16) MANAGING FIDUCIARY SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	93	$2,160,456,028
Pension and profit sharing plans	92	$2,157,535,579
Other investment advisers	Fewer than 5 clients	$2,920,449

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