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Home > Retirement Planners > texas > austin > STONECREST ADVISORS, INC.
STONECREST ADVISORS, INC.
300 West 6th Street
Suite 1520
Austin, Texas 78701-4666
Tel: 866-342-1069
About STONECREST ADVISORS, INC.
STONECREST ADVISORS, INC, formally registered with the SEC as STONECREST ADVISORS, INC. The firm was established in 07/21/2023. They have over 9 offices throughout the country.
STONECREST ADVISORS, INC. is a Austin, Texas based Financial Planning firm with nearly $133,802,972 assets under management, offering retirement planning & investment advisory services to 310 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 142095 |
| SEC# | 801-128386 |
| Assets Managed by Firm | $133,802,972 |
| No. of Clients | 310 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Fixed fees
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 310 | $133,802,972 |
| Individuals (other than high net worth individuals) | 252 | $36,642,125 |
| High net worth individuals | 15 | $37,315,248 |
| Pension and profit sharing plans | 1 | $6,024,273 |
| Charitable organizations | 3 | $6,101,866 |
| Corporations or other businesses | 39 | $47,719,460 |
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