Stone House Investment Management, LLC

RIASEC Registered

Total AUM

$842M

Discretionary

$836M

99% of AUM

Avg account

$297K

Accounts

2,833

Employees

Advisory reps

Firm details

Headquarters: Tunkhannock, Pennsylvania
CRD number: 139410
Registered since: December 17, 2015
Website: www.stonehouseinv.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI60.19%
Individuals38.27%
Corporations / Businesses1.4%
Charitable Organizations0.14%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Stone House Investment Management, LLC is an independent, owner-operated wealth manager organized as an LLC and registered with the SEC in 2015. The firm serves both individual and family clients as well as institutional investors and functions as a capital allocator — it both manages portfolios directly and places capital with third-party managers. Advisory services include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and educational seminars. The firm also offers insurance brokerage services and charges clients via a mix of percentage-of-AUM, hourly, fixed-fee and commission arrangements. Stone House does not identify as an active ESG investor.