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THE STONEHARBOR GROUP, LLC
THE STONEHARBOR GROUP, LLC
SANTA FE, New Mexico
·
2 registered advisors
·
CRD# 119982
SEC# 801-69809
505-984-2000
01
Firm Overview
AUM
$81M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Wealth Management
04
Advisors at THE STONEHARBOR GROUP, LLC
2 registered advisors
Karen Constance Lowell
SANTA FE, New Mexico
CRD# 2201981
Stewart Anderson Gardner
SANTA FE, New Mexico
CRD# 4409665
05
Office Locations
SANTA FE, New Mexico
2 advisors
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Data sourced from SEC Form ADV filings. THE STONEHARBOR GROUP, LLC (CRD# 119982) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.