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Financial Advisor
California
Pasadena
STONEMARK WEALTH MANAGEMENT

STONEMARK WEALTH MANAGEMENT

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

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)

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