HEYDORN STONE CAPITAL MANAGEMENT LLC

2039 Palmer Avenue
Suite 202
Larchmont, New York 10538
Tel: 914-752-5300

About HEYDORN STONE CAPITAL MANAGEMENT LLC

HEYDORN STONE CAPITAL MANAGEMENT LLC, formally registered with the SEC as HEYDORN STONE CAPITAL MANAGEMENT LLC. The firm was established in 04/29/2005. They have over 1 offices throughout the country.

HEYDORN STONE CAPITAL MANAGEMENT LLC is a Larchmont, New York based Financial Planning firm with nearly $125,630,430 assets under management, offering retirement planning & investment advisory services to 341 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	125903
SEC#	801-64133
Assets Managed by Firm	$125,630,430
No. of Clients	341
No. of Advisors	4

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	341	$125,630,430
Individuals (other than high net worth individuals)	47	$20,103,823
High net worth individuals	58	$102,707,368
Pension and profit sharing plans	2	$1,145,504
Charitable organizations	2	$1,673,735

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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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