Stone Asset Management, Inc.

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Description

  • Welcome to Stone Asset Management, an independent fee only financial planning and investment advisor firm located in Austin, Texas. Our mission is to provide our clients with sensible and unbiased financial planning solutions with the interests of our clients always first. Our goal is to assist our clients in prioritizing and quantifying their financial goals, setting realistic expectations and implementing a disciplined and prudent investment and savings strategy to achieve those goals. One of our most important roles is to assist our clients in determining a suitable and appropriate asset allocation strategy by considering investment time horizon, risk tolerance, objectives and cash flow needs. We invest for the long term by establishing appropriate asset allocations and adjusting those allocations upon the changing circumstances and objectives of our clients and not on the vagaries of short term stock market fluctuations.At Stone Asset Management, we believe an effective financial advisor relationship is built on a commitment to personal attention.
  • location

    Headquarters:703 West 10th Street , Austin, Texas, United States

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  • Stone Asset Management, Inc. phone

    Phone Number: +1 512-469-9152

  • Stone Asset Management, Inc. website

    Website: https://www.stoneasset.com/

  • Stone Asset Management, Inc. employees

    Employees:5

  • Stone Asset Management, Inc. revenue

    Revenue:$0 - 1M

  • Stone Asset Management, Inc. legal name

    Legal Name:Stone Asset Management, Inc.

  • Stone Asset Management, Inc.'s Social Media

    Stone Asset Management, Inc. linkedin
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  • |  NAICS Code: 523930  |

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Person level website identification

Chief Creative Officer And Chief Operations Officer for Stone Asset Management, Inc.

Brittany Mcgehee

Chief Creative Officer And Chief Operations Officer

Person level website visitor identification

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View Employees

Brittany Mcgehee

Chief Creative Officer And Chief Operations Officer

Jenna Stone

Managing Partner

Lu Leo

Chairman Of The Board

Suzanne Grimble

Vice President

René Fantin

Vice President, Investments

Frequently Asked Questions regarding Stone Asset Management, Inc.

  • Where are Stone Asset Management, Inc.'s Headquarters?

    Stone Asset Management, Inc.'s Headquarters are in 703 West 10th Street ,Austin,Texas,United States

  • What is Stone Asset Management, Inc.'s phone number?

    Stone Asset Management, Inc.'s phone number is +1 512-469-9152

  • What is Stone Asset Management, Inc.'s official website?

    Stone Asset Management, Inc.'s official website is https://www.stoneasset.com/

  • What is Stone Asset Management, Inc.'s Revenue?

    Stone Asset Management, Inc.'s revenue is $0 - 1M

  • What is Stone Asset Management, Inc.'s NAICS code?

    Stone Asset Management, Inc.'s NAICS code is 523930

  • How many employees are working in Stone Asset Management, Inc.

    Stone Asset Management, Inc. has 5 employees

  • What is Stone Asset Management, Inc.'s Industry?

    Stone Asset Management, Inc. is in the industry of Financial Services

  • Who is Stone Asset Management, Inc.'s Chief Creative Officer And Chief Operations Officer?

    Stone Asset Management, Inc.'s Chief Creative Officer And Chief Operations Officer is Brittany Mcgehee

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