STONESTREET FINANCIAL, INC.

STONESTREET FINANCIAL, INC. of STOUGHTON, MA is an SEC-registered investment adviser (CRD 288005). Regulatory assets under management: $5.3M.

Registration

• CRD: 288005
• Type: Registered investment adviser
• Location: 532 PAGE STREET, STOUGHTON, MA, 02072
• Phone: (781) 436-5421
• Latest filing: 2026-03-11
• Regulatory AUM: $5.3M
• Discretionary AUM: $933K
• Non-discretionary AUM: $4.4M
• Clients: 1
• Accounts: 46

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288005 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search