Moonstone Asset Management, Inc.

Overview

Moonstone Asset Management, Inc. is an independent, individually owned registered investment adviser that focuses on fee-based wealth management for individuals, families and small businesses. The firm provides financial planning and discretionary portfolio management and charges clients a percentage-of-assets fee. Moonstone does not position itself as an ESG investor, a pension consultant, a capital allocator, or a multi-state adviser per its reported characteristics.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices