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⚲
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| Stone Pine Financial Partners LLC
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|
|
|---|---|
| CRD # | 175287 |
| SEC # | 801-121762 |
| CIK # | |
| AUM | $256.8 M (2026-04-13) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 610-565-9181 |
| Address | 208 W Front St Media, PA 19063 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 100 | 32.6 |
| (b) Individuals (high net worth individuals) | 102 | 224.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 689 | 256.8 |
| By Discretionary | ||
| Discretionary | 689 | 256.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 689 | 256.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 256.8 | |
| Total | 689 | 256.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kamichu Wealth Management LLC
✚
|
0.3 | |
|
Carbahal Olsen Financial Services Group LLC
✚
|
CA | 0.3 |
|
Dogwood Wealth Management LLC
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|
KS | 0.3 |
|
Red Spruce Capital LLC
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|
PA | 0.3 |
|
Financial Advisory Services LLC
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|
PA | 0.3 |
|
RD Lewis Holdings Inc
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|
FL | 0.3 |
|
Vienna Asset Management LLC
✚
|
CA | 0.3 |
|
Alpha Advisors LLC
✚
|
VA | 0.3 |
|
Casilio Leitch Investments LLC
✚
|
CA | 0.3 |
|
Sound Investment Management Inc
✚
|
OR | 0.3 |