Stansberry Asset Management, LLC
Firm details
- Headquarters
- Westlake, Texas
- CRD number
- 282103
- Registered since
- January 4, 2016
- Website
- stansberryam.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.55%
- Individuals18.96%
- Pension & Profit Sharing Plans1.09%
- Charitable Organizations0.24%
- Corporations / Businesses0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Stansberry Asset Management, LLC is an independent SEC-registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm charges fees based on a percentage of assets under management and provides financial planning, portfolio management for individuals and small businesses, and manager selection services. The firm is not identified as an active ESG investor.
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 Equities77%
- Public Funds/Mutual Funds8%
- US Government Bonds7%
- Non-Investment Grade Corp Bonds5%
- Cash & Cash Equivalents3%
Owners & executives
3 of 4
Eamonn Obrien
COOCRD 4817949
Mario Valente
Deputy Chief Investment OfficerCRD 3093375
Christopher Delaura
Chief Executive OfficerCRD 2899748
Contacts
3 of 19
Ty Trosky
Manager of Internal Business DevelopmentCRD 7860398
Austin Root
Portfolio ManagerCRD 2935526
George Stock
ControllerCRD 7383768
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$127M in ETFs
77%
$97.7M
18%
$29M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $25.4M | 252,502 | 20.07% |
Location
Westlake, TX
Denton
Location
Westlake, TX
Headquartered in Westlake, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Denton
- Address
- 1600 Solana Blvd
- Time zone
- CT (UTC-6)
- Office locations
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