Stonehenge Private Client Group, LLC
Firm details
- Headquarters
- ,
- CRD number
- 298552
- Website
- stonehengepcg.com
- Custodians
- PERSHING LLC, PRINCIPAL SECURITIES, INC., LINCOLN FINANCIAL DISTRIBUTORS, INC., CHARLES SCHWAB & CO., INC., MAINSTAR TRUST
- Fee structure
- Percentage of AUM
- Client types
- HNWI42.7%
- Pension & Profit Sharing Plans32.35%
- Corporations / Businesses14.49%
- Individuals10.46%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Stonehenge Private Client Group, LLC is a limited liability company that acts as a capital allocator for individual, family and select institutional clients. The firm charges fees as a percentage of assets under management and provides portfolio management for individuals and small businesses, as well as third‑party manager selection. Stonehenge also operates as an insurance broker alongside its advisory work. The adviser is not identified as an active ESG investor and does not report multi‑state advisory registration.
Assets & Accounts
Investments & Alternatives
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 Funds99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Stephen Strickland
Chief Compliance OfficerCRD 1780073
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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