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Bradley Matthew Stonberg

STAKEHOLDERS CAPITAL, INC.·AMHERST, Massachusetts
Unclaimed Profile
321 MAIN STREET, AMHERST, MA 01002-2034CRD# 2352476Firm CRD# 148469
01

About

Bradley Matthew Stonberg is a registered financial advisor based in AMHERST, Massachusetts, affiliated with STAKEHOLDERS CAPITAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STAKEHOLDERS CAPITAL, INC.
STAKEHOLDERS CAPITAL
AUM
$146M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at STAKEHOLDERS CAPITAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2352476
Firm CRD# 148469
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bradley Matthew Stonberg offer?
Bradley Matthew Stonberg specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AMHERST, Massachusetts for a consultation.
What are Bradley Matthew Stonberg's credentials?
Bradley Matthew Stonberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bradley Matthew Stonberg located?
Bradley Matthew Stonberg is based in AMHERST, Massachusetts, working with STAKEHOLDERS CAPITAL, INC.. Their office serves clients in the AMHERST metropolitan area and surrounding communities.
How does Bradley Matthew Stonberg charge for services?
Bradley Matthew Stonberg's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STAKEHOLDERS CAPITAL, INC.?
STAKEHOLDERS CAPITAL, INC. has approximately 8 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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