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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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|---|---|---|---|
| $219,221,467,379 | 605 | 168 | |
| $24,631,658,238 | 40 | 143 | |
| $7,825,588,486 | 19 | 70 | |
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