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STONE-GOFF PARTNERS
331 Park Avenue South
12th Floor
New York, New York 10010
Tel: 646-814-4546
About STONE-GOFF PARTNERS
STONE-GOFF PARTNERS, formally registered with the SEC as STONE-GOFF PARTNERS. The firm was established in 07/29/2021. They have over 2 offices throughout the country.
STONE-GOFF PARTNERS is a New York, New York based Financial Planning firm with nearly $497,906,522 assets under management, offering retirement planning & investment advisory services to 19 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 281205 |
| SEC# | 801-121955 |
| Assets Managed by Firm | $497,906,522 |
| No. of Clients | 19 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 19 | $497,906,522 |
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