STONECROP WEALTH ADVISORS, LLC - Financial Advisor in Pennsylvania, West Chester

Tel: 610-628-0035 2 West Market Street Suite 200 West Chester, Pennsylvania 19382

About STONECROP WEALTH ADVISORS, LLC

STONECROP WEALTH ADVISORS, LLC is a West Chester, Pennsylvania based financial advisory firm with nearly $235,907,635 in assets under management and provides investment advisory services for 772 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

306486

Firm SEC#:

801-117833

Assets Under Management:

$235,907,635

No. of Clients:

772

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
Publication of periodicals and newsletters
Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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801-130496

$9,803,013,288

WEDMONT PRIVATE CAPITAL

305815

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$2,370,836,249

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116240

801-107742

4427

$2,166,191,568

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155157

801-81172

2376

$589,151,971

MARQUETTE ASSOCIATES, INC.

118655

801-71334

$410,559,528

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170478

801-81042

717

$346,775,812

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801-66958

$300,990,891

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801-117158

1343

$247,372,928

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330300

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