Stonebrook Private LLC
Firm details
- Headquarters
- Northville, Michigan
- CRD number
- 325434
- Registered since
- April 7, 2023
- Website
- stonebrookprivate.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI83.65%
- Individuals10.33%
- Pension & Profit Sharing Plans5.06%
- Charitable Organizations0.94%
- Corporations / Businesses0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Stonebrook Private LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2023. The firm acts as a capital allocator for both individual and family clients as well as institutional accounts. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Fees are charged as a percentage of assets under management and via fixed-fee engagements. Stonebrook does not identify as an active ESG investor, and it does not operate as a pension consultant or related adviser.
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
- Public Funds/Mutual Funds46%
- Exchange Traded Equities22%
- Investment Grade Corp Bonds18%
- Cash & Cash Equivalents7%
- State & Local Bonds3%
Owners & executives
1 of 1
Spencer Knickerbocker
Partner, Chief Investment OfficerCRD 6363915
Contacts
3 of 3
Mark Zywiol
Private Wealth AdvisorCRD 6645201
Todd Knickerbocker
Senior Vice President, Wealth ManagementCRD 1999505
Roseann Higgins
Registered RepresentativeCRD 2300684
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 103Active vs passive
$535M in ETFs
49%
$264M
19%
$271M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $61.8M | 703,245 | 11.55% |
Location
Northville, MI
Wayne
Location
Northville, MI
Headquartered in Northville, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Wayne
- Address
- 182 E Main St
- Time zone
- ET (UTC-5)
- Office locations
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