MARSTONE LLC

171 Chestnut Street
Suite 200
Providence, Rhode Island 02903
Tel: 212.203.7790

About MARSTONE LLC

MARSTONE LLC, formally registered with the SEC as MARSTONE LLC. The firm was established in 07/10/2013. They have over 1 offices throughout the country.

MARSTONE LLC is a Providence, Rhode Island based Financial Planning firm with nearly $2,457,701 assets under management, offering retirement planning & investment advisory services to 115 clients. The firm is staffed with 29 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164810
SEC#	801-78264
Assets Managed by Firm	$2,457,701
No. of Clients	115
No. of Advisors	29

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	115	$2,457,701
Individuals (other than high net worth individuals)	31	$148,578
Other investment advisers	3	$2,309,123

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