STONE HOUSE INVESTMENT MANAGEMENT, LLC

80 West Tioga Street
Tunkhannock, Pennsylvania 18657
Tel: (570) 836-7020

About STONE HOUSE INVESTMENT MANAGEMENT, LLC

STONE HOUSE INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as STONE HOUSE INVESTMENT MANAGEMENT, LLC. The firm was established in 12/17/2015. They have over 6 offices throughout the country.

STONE HOUSE INVESTMENT MANAGEMENT, LLC is a Tunkhannock, Pennsylvania based Financial Planning firm with nearly $544,513,722 assets under management, offering retirement planning & investment advisory services to 2072 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	139410
SEC#	801-106971
Assets Managed by Firm	$544,513,722
No. of Clients	2072
No. of Advisors	17

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2072	$544,513,722
Individuals (other than high net worth individuals)	611	$175,669,170
High net worth individuals	220	$361,272,173
Corporations or other businesses	10	$7,572,379

More Retirement Planning firms in Tunkhannock, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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