THE STONEHARBOR GROUP, LLC

SANTA FE, New Mexico·2 registered advisors·CRD# 119982
SEC# 801-69809505-984-2000
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 ManagementWealth Management
04

Advisors at THE STONEHARBOR GROUP, LLC

2 registered advisors
Karen Constance Lowell
SANTA FE, New Mexico
Stewart Anderson Gardner
SANTA FE, New Mexico
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.