Stronghold Capital Partners LLC
Firm details
- Headquarters
- ,
- CRD number
- 315763
- Custodians
- AXOS CLEARING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Stronghold Capital Partners LLC is an independent, individual-owned registered investment adviser that serves primarily individual and family clients. The firm acts as a capital allocator and offers a mix of financial planning, portfolio management for individuals and small businesses, pension consulting, and selection-of-other-advisers services. Compensation methods are varied and include percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Stronghold also engages in other financial product sales and lists affiliations with banking, insurance, and real estate brokerage channels.
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
- Exchange Traded Equities75%
- US Government Bonds10%
- State & Local Bonds5%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
Contacts
3 of 13
David Denoble
Investment Advisor RepresentativeCRD 2755058
Teresa Lundine
Investment Advisor RepresentativeCRD 2554961
Stephen Brown
Financial AdvisorCRD 6101788
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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