Third Stanza Group
Firm details
- Headquarters
- ,
- CRD number
- 337630
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Third Stanza Group LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is fee-based, charging a percentage of assets under management, and focuses on advising individuals and families while also offering portfolio management services to small businesses and institutional clients. Core advisory services listed include financial planning, discretionary portfolio management for both individuals and businesses/institutions, and pension consulting. The snapshot indicates the firm does not identify 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 Equities99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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