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Financial Advisor
Louisiana
Lafayette
STONE WEALTH PARTNERS LLC

STONE WEALTH PARTNERS LLC

Tel: 337-660-2334 1200 Camellia Suite 101 Lafayette, Louisiana 70508

About STONE WEALTH PARTNERS LLC

STONE WEALTH PARTNERS LLC is a Lafayette, Louisiana based financial advisory firm with nearly $102,110,461 in assets under management and provides investment advisory services for 652 clients. There are currently 5 financial advisors at the firm.

General Information
Firm CRD#:

308429

Firm SEC#:

801-129772

Assets Under Management:

$102,110,461

No. of Clients:

652

No. of Advisors:

5

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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