Stone House Investment Management, LLC

RIASEC RegisteredEst. 2015

Total AUM

$842M

Discretionary

$836M

99% of AUM

Avg account

$297K

Accounts

2,833

Employees

Advisory reps

Firm details

Headquarters: Tunkhannock, Pennsylvania
CRD number: 139410
Registered since: December 17, 2015
Website: www.stonehouseinv.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI60.19%
Individuals38.27%
Corporations / Businesses1.4%
Charitable Organizations0.14%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Stone House Investment Management, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and first registered in 2015. The firm operates as a capital allocator for both individual/family and institutional clients and combines portfolio management with financial planning and educational services. Its advisory scope includes discretionary portfolio management for individuals, small businesses and institutions, manager selection, and workshops; the firm also offers insurance-brokerage services. Fee arrangements are flexible and include percentage-of-AUM pricing as well as hourly, fixed-fee, and commission-based structures. Stone House is not identified as an active ESG investor.