STONE ASSET MANAGEMENT, INC.

DBA STONE WEALTH MANAGEMENT
AUSTIN, Texas·1 registered advisor·CRD# 132202
SEC# 801-1109210512-469-9152
01

Firm Overview

AUM
$269M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at STONE ASSET MANAGEMENT, INC.

1 registered advisor
Brittany Ann Mcgehee
AUSTIN, Texas
05

Office Locations

AUSTIN, Texas
1 advisor

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Data sourced from SEC Form ADV filings. STONE ASSET MANAGEMENT, INC. (CRD# 132202) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.