STONEMARK WEALTH MANAGEMENT - Financial Advisor in California, Pasadena

Tel: 626-304-9888 201 S. Lake Avenue Suite 509 Pasadena, California 91101

About STONEMARK WEALTH MANAGEMENT

STONEMARK WEALTH MANAGEMENT is a Pasadena, California based financial advisory firm with nearly $427,080,146 in assets under management and provides investment advisory services for 748 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

158413

Firm SEC#:

801-77286

Assets Under Management:

$427,080,146

No. of Clients:

748

No. of Advisors:

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
Other (CONSULTING SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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