|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Stone House Investment Management LLC
✚
|
|
|---|---|
| CRD # | 139410 |
| SEC # | 801-106971 |
| CIK # | 0001696497 |
| AUM | $669.9 M (2025-07-22) |
| Employees | 16 (81% Investors, 0% Brokers) |
| Phone | 570-836-7020 |
| Address | 80 West Tioga Street Tunkhannock, PA 18657 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 33.9 | ||
| iShares Comex Gold Trust | 5.6 | ||
| Citizens & Northern Corp | 1.9 | ||
| Apple Inc | 1.4 | ||
| Amazon Com Inc | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 758 | 236.2 |
| (b) Individuals (high net worth individuals) | 243 | 424.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 8.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,461 | 669.9 |
| By Discretionary | ||
| Discretionary | 2,461 | 669.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,461 | 669.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 669.9 | |
| Total | 2,461 | 669.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001696497] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
First Kentucky Securities Corporation
✚
|
KY | 0.7 |
|
Beacon Financial Advisory LLC
✚
|
OH | 0.7 |
|
Capital Planning LLC
✚
|
WA | 0.7 |
|
Flynn Zito Capital Management LLC
✚
|
NY | 0.7 |
|
Singer Wealth Advisors LLC
✚
|
FL | 0.7 |
|
Creative Capital Management Investments LLC
✚
|
CA | 0.7 |
|
Highline Wealth Partners LLC
✚
|
CA | 0.7 |
|
Copper Harbor Investment Advisors LLC
✚
|
WI | 0.7 |
|
Duncan & Haley Ltd
✚
|
WA | 0.7 |
|
Financial Insights Inc
✚
|
WA | 0.7 |