STONE ISLAND FINANCIAL PLANNING - Financial Advisor in Illinois, Naperville

Tel: 630-784-2200 900 E. Diehl Road Suite 181 Naperville, Illinois 60563

About STONE ISLAND FINANCIAL PLANNING

STONE ISLAND FINANCIAL PLANNING is a Naperville, Illinois based financial advisory firm with nearly $135,101,245 in assets under management and provides investment advisory services for 259 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

146765

Firm SEC#:

801-69943

Assets Under Management:

$135,101,245

No. of Clients:

259

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based

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