STONEHAVEN WEALTH & TAX SOLUTIONS
Tel: 920-882-0427 540 South Westland Drive Appleton, Wisconsin 54914
About STONEHAVEN WEALTH & TAX SOLUTIONS
STONEHAVEN WEALTH & TAX SOLUTIONS is a Appleton, Wisconsin based financial advisory firm with nearly $153,732,017 in assets under management and provides investment advisory services for 856 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
332731
Firm SEC#:
801-131172
Assets Under Management:
$153,732,017
No. of Clients:
856
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses
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