STONEPATH WEALTH MANAGEMENT
Tel: (231) 668-6999 134 W State Street Suite 200 Traverse City, Michigan 49684
About STONEPATH WEALTH MANAGEMENT
STONEPATH WEALTH MANAGEMENT is a Traverse City, Michigan based financial advisory firm with nearly $177,974,559 in assets under management and provides investment advisory services for 965 clients. There are currently 11 financial advisors at the firm.
General Information
Firm CRD#:
328977
Firm SEC#:
801-129202
Assets Under Management:
$177,974,559
No. of Clients:
965
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (MODEL MANAGEMENT; CONSULTING FEES)
Find & Compare Top Financial Advisors in your area
A better way to find the right financial advisor
Are you a Financial Advisor in Michigan?
Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?
Top Financial Advisory Firms in Michigan, Traverse City
Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM
