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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