Investment adviser · CRD 175027

STONE TORO WEALTH MANAGEMENT LLC

Investment adviser filing (IA)

PRINCETON, NJ, United States · Form ADV filed Aug 7, 2015

Regulatory AUM
$156M
Form ADV · Item 5.F
Client accounts
69
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: Aug 7, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

313 COMMONS WAY
PRINCETON, NJ, 08540-1510, United States

CRD 175027

Filing source

Form ADV 940342 · Aug 7, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.