STONE STEPS FINANCIAL, LLC

ENCINITAS, California·1 registered advisor·CRD# 175289
SEC# 801-1314120760-456-7147
01

Firm Overview

AUM
$105M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at STONE STEPS FINANCIAL, LLC

1 registered advisor
Scott Robert Frank
ENCINITAS, California
05

Office Locations

ENCINITAS, California
1 advisor

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Data sourced from SEC Form ADV filings. STONE STEPS FINANCIAL, LLC (CRD# 175289) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.