Stoken Asset Management LLC

RIASEC Registered
Total AUM
$4.8M
Discretionary
$4.8M
100% of AUM
Avg account
$193K
Accounts
25
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
167515
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Other
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Stoken Asset Management LLC is an independent, individually owned registered investment adviser organized as an LLC that provides discretionary portfolio management primarily for individual clients and small businesses. The firm charges fees based on a percentage of assets under management and some other fee arrangements. Stoken does not position itself as a capital allocator to third‑party alternative managers, and it does not identify as an active ESG investor. Advisory activity is focused on direct portfolio management rather than institutional consulting or multi‑state advisory operations. The firm appears to serve a concentrated, private‑client base rather than acting as a platform or feeder for external fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • Deidre Mcclurg

    Deidre Mcclurg

    PresidentCRD 5437723

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth