STONE ARCH WEALTH ADVISORS, LLC
STONE ARCH WEALTH ADVISORS, LLC of CHESHIRE, CT is an SEC-registered investment adviser (CRD 284536). Regulatory assets under management: $48.2M.
Registration
- CRD: 284536
- SEC file number: 801-108142
- Type: Registered investment adviser
- Location: 1781 HIGHLAND AVENUE, SUITE 208, CHESHIRE, CT, 06410
- Phone: (860) 835-2724
- Latest filing: 2017-01-18
- Regulatory AUM: $48.2M
- Discretionary AUM: $48.2M
- Clients: 3
- Accounts: 169
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| WINN CHRISTOPHER EDWARD | MEMBER AND INTERIM CCO | — |
| PRIMOZICH DAVID ROGER | PARTNER AND CHIEF COMPLIANCE OFFICER; PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
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