STONE ASSET MANAGEMENT, INC.

STONE ASSET MANAGEMENT, INC. of AUSTIN, TX is an SEC-registered investment adviser (CRD 132202). Regulatory assets under management: $269.3M.

Registration

• CRD: 132202
• SEC file number: 801-110921
• Type: Registered investment adviser
• Location: 4210 SPICEWOOD SPRINGS ROAD, BUILDING E, AUSTIN, TX, 78759
• Phone: 512-469-9152
• Latest filing: 2023-03-21
• Regulatory AUM: $269.3M
• Discretionary AUM: $258.8M
• Non-discretionary AUM: $10.6M
• Clients: 6
• Accounts: 745

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 132202 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search