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Home > Retirement Planners > texas > westlake > STANSBERRY ASSET MANAGEMENT, LLC
STANSBERRY ASSET MANAGEMENT, LLC
1600 Solana Boulevard
Building 8 Suite 8100
Westlake, Texas 76262
Tel: 646-854-4370
About STANSBERRY ASSET MANAGEMENT, LLC
STANSBERRY ASSET MANAGEMENT, LLC, formally registered with the SEC as STANSBERRY ASSET MANAGEMENT, LLC. The firm was established in 01/04/2016. They have over 4 offices throughout the country.
STANSBERRY ASSET MANAGEMENT, LLC is a Westlake, Texas based Financial Planning firm with nearly $875,527,805 assets under management, offering retirement planning & investment advisory services to 2636 clients. The firm is staffed with 36 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282103 |
| SEC# | 801-107061 |
| Assets Managed by Firm | $875,527,805 |
| No. of Clients | 2636 |
| No. of Advisors | 36 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2636 | $875,527,805 |
| Individuals (other than high net worth individuals) | 1061 | $225,031,816 |
| High net worth individuals | 1521 | $634,347,298 |
| Pension and profit sharing plans | 49 | $14,598,398 |
| Charitable organizations | 1 | $200,000 |
| Corporations or other businesses | 4 | $1,350,293 |
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