STONE INSURAANCE SERVICES, INC.

STONE INSURAANCE SERVICES, INC. of IRVINE, CA is an SEC-registered investment adviser (CRD 317356). Regulatory assets under management: $20K.

Registration

• CRD: 317356
• SEC file number: 801-123223
• Type: Registered investment adviser
• Location: 19600 FAIRCHILD ROAD, SUITE 250, IRVINE, CA, 92612
• Phone: 877-505-7177
• Latest filing: 2022-07-11
• Regulatory AUM: $20K
• Discretionary AUM: $20K
• Clients: 9
• Accounts: 2

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 317356 on SEC IAPD (source of record)
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