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Elizabeth Ann King

STONY POINT WEALTH MANAGEMENT INC.·RICHMOND, Virginia
Clean recordSTONY POINT WEALTH MANAGEMENT INC.
5609 PATTERSON AVE, RICHMOND, VA 23226CRD# 4674939Firm CRD# 210519

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Elizabeth Ann King · RICHMOND, VA
Registration
CRD #4674939 · STONY POINT WEALTH MANAGEMENT INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Elizabeth Ann King is a registered financial advisor based in RICHMOND, Virginia, affiliated with STONY POINT WEALTH MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
STONY POINT WEALTH MANAGEMENT INC.
SENECA HOUSE ADVISORS
AUM
$380M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at STONY POINT WEALTH MANAGEMENT INC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 4674939
Firm CRD# 210519
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Elizabeth Ann King offer?
Elizabeth Ann King specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.
What are Elizabeth Ann King's credentials?
Elizabeth Ann King is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Ann King located?
Elizabeth Ann King is based in RICHMOND, Virginia, working with STONY POINT WEALTH MANAGEMENT INC.. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Elizabeth Ann King charge for services?
Elizabeth Ann King's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: percentage of retirement plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STONY POINT WEALTH MANAGEMENT INC.?
STONY POINT WEALTH MANAGEMENT INC. has approximately 7 employees and manages $380M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STONY POINT WEALTH MANAGEMENT INC.

Matthew Clayton Daniel
RICHMOND, VA
Stuart Evans Daniel
RICHMOND, VA

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Research
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