Stage Wealth Management Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Stage Wealth Management Inc
CRD #320774
SEC #801-125030
CIK #
AUM $71.2 MM (2024-03-21)
Employees 3 (67% Investors, 0% Brokers)
Phone844-782-4396
Address333 Jericho Tpke
Jericho, NY 11753-1105
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
806448321602009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 119 29.5
(b) Individuals (high net worth individuals) 47 34.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 2 2.8
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 3 4.7
(n) Other 0 0.0
Total 172 71.2
By Discretionary
Discretionary 172 71.2
Non-Discretionary 0 0.0
Total 172 71.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 71.2
Total 172 71.2
Comparable Firms State AUM ($BB)
BAJA Wealth Advisors LLC
NY 0.1
FSAM LLC
GA 0.1
Tekmen Wells LLC
NY 0.1
Derastone LLC
NY 0.1
Institutional Investment Advisors Corp
NY 0.1
Wallstreeticom LLC
NY 0.1
Luesink Financial Planning LLC
NY 0.1
Profitscore Capital Management Inc
ID 0.1
Apollo Wealth Management LLC
NY 0.1
Dutch Asset Corporation
NY 0.1
Terms | Privacy | Guide
tony@aum13f.com