STONE STEPS FINANCIAL, LLC of ENCINITAS, CA is an SEC-registered investment adviser (CRD 175289). Regulatory assets under management: $146.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Kingston Marland Hollman | CHIEF COMPLIANCE OFFICER | — |
| Scott Robert Frank | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| FRANK SCOTT ROBERT | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| PALM SPRINGS | CA | 1 | 760-456-7147 |
| CARLSBAD | CA | 1 | 760-456-7147 |
| BOZEMAN | MT | 1 | 760-456-7147 |
| REDWOOD FALLS | MN | 1 | 507-637-0301 |
| — | — | 1 | 760-456-7147 |
| — | — | 1 | 760-456-7147 |
| PALM SPRINGS | CA | 1 | 760-456-7147 |
| CARLSBAD | CA | 1 | 760-456-7147 |
| BOZEMAN | MT | 1 | 760-456-7147 |
| REDWOOD FALLS | MN | 1 | 507-637-0301 |
| — | — | 1 | 760-456-7147 |
| — | — | 1 | 760-456-7147 |