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Stage Wealth Management Inc
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CRD # | 320774 |
SEC # | 801-125030 |
CIK # | |
AUM | $71.2 MM (2024-03-21) |
Employees | 3 (67% Investors, 0% Brokers) |
Phone | 844-782-4396 |
Address | 333 Jericho Tpke Jericho, NY 11753-1105 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
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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 |