Stoken Asset Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 167515
- Website
- www.stokenam.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Stoken Asset Management LLC is an independent, individually owned registered investment adviser organized as an LLC that provides discretionary portfolio management primarily for individual clients and small businesses. The firm charges fees based on a percentage of assets under management and some other fee arrangements. Stoken does not position itself as a capital allocator to third‑party alternative managers, and it does not identify as an active ESG investor. Advisory activity is focused on direct portfolio management rather than institutional consulting or multi‑state advisory operations. The firm appears to serve a concentrated, private‑client base rather than acting as a platform or feeder for external fund managers.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Deidre Mcclurg
PresidentCRD 5437723
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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