STONE STEPS FINANCIAL, LLC
Tel: 760-456-7147 533 Second Street, Suite 207 Encinitas, California 92024
About STONE STEPS FINANCIAL, LLC
STONE STEPS FINANCIAL, LLC is a Encinitas, California based financial advisory firm with nearly $105,000,000 in assets under management and provides investment advisory services for 84 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
175289
Firm SEC#:
801-131412
Assets Under Management:
$105,000,000
No. of Clients:
84
No. of Advisors:
4
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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