Dakota
Dakota
Book a Demo
Talk to an Expert

Moonstone Asset Management

EST. AUM
$75,000,000

CONTACTS
1

CLIENT ACCOUNTS
68

Firm Details

Metro area Chicago
CRD Number 146096
Website moonstoneasset.com
Client types

Overview

Moonstone Asset Management is a truly independent wealth management firm providing expert in-house money management and exceptional client service. The firm prides itself on being a trusted resource to talk through financial concerns and opportunities. With a holistic and adaptive approach to wealth management, they create dynamic investment plans to meet the evolving nature of their clients' lives. Moonstone Asset Management upholds its fiduciary responsibility and makes investment decisions based on the client's best interest. As a fee-only investment advisor, the firm does not sell or accept commissions from investment products, firms, or custodians.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy