Marstone LLC
RIASEC Registered
Total AUM
$2.8M
Discretionary
$2.8M
100% of AUM
Avg account
$15.7K
Accounts
180
Employees
1
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 164810
- Registered since
- July 10, 2013
- Website
- www.marstone.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals70.72%
- Other Investment Advisers29.28%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Marstone LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2013. The firm serves both individuals/families and institutional clients and charges fees based on a percentage of assets under management. Advisory services focus on portfolio management for individuals, small businesses, and larger business or institutional accounts. Marstone identifies as an active ESG investor and is classified as a domestic entity with individual ownership.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations