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Home > Retirement Planners > new york > jericho > STAGE WEALTH MANAGEMENT, INC.
STAGE WEALTH MANAGEMENT, INC.
333 Jericho Tpke.
Suite 324
Jericho, New York 11753-1105
Tel: 844-782-4396
About STAGE WEALTH MANAGEMENT, INC.
STAGE WEALTH MANAGEMENT, INC, formally registered with the SEC as STAGE WEALTH MANAGEMENT, INC. The firm was established in 05/13/2022. They have over 3 offices throughout the country.
STAGE WEALTH MANAGEMENT, INC. is a Jericho, New York based Financial Planning firm with nearly $71,151,593 assets under management, offering retirement planning & investment advisory services to 172 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 320774 |
| SEC# | 801-125030 |
| Assets Managed by Firm | $71,151,593 |
| No. of Clients | 172 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 172 | $71,151,593 |
| Individuals (other than high net worth individuals) | 119 | $29,477,699 |
| High net worth individuals | 47 | $34,221,130 |
| Charitable organizations | 2 | $2,799,202 |
| Corporations or other businesses | 3 | $4,653,562 |
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