# STONE INSURAANCE SERVICES, INC.

STONE INSURAANCE SERVICES, INC. of IRVINE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 317356
- Type: SEC-registered investment adviser
- SEC file number: 801-123223
- 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)

| Name | Role | Location |
| --- | --- | --- |
| STONE BRUCE PHILLIPS | PRINCIPAL OWNER & OFFICER | — |
| Kimbro Eric Jon | CHIEF COMPLIANCE OFFICER | — |
| KIMBRO DIANE MARIE | PRINCIPAL OWNER & OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/317356/brochure
- Similar advisers: https://search.stillhousedata.com/firm/317356/similar
- Related entities: https://search.stillhousedata.com/firm/317356/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/317356

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.