Stonebrook Private

EST. AUM
$936,969,533

CONTACTS
3

CLIENT ACCOUNTS
4,146

Firm Details

Metro area Detroit
CRD Number 325434
Website stonebrookprivate.com
Client types

Overview

Father-Son FA Duo based in Northville, MI Stonebrook Private is an elite wealth management firm that serves the financial needs of ultra-high-net-worth individuals, families, and select institutions. The firm is recognized for its bespoke approach to wealth management, offering highly customized financial strategies that are carefully aligned with the unique goals and values of its clients. Stonebrook Private places a strong emphasis on confidentiality, discretion, and building enduring relationships, ensuring that each client receives a personalized level of service that is unmatched in the industry. The firm’s philosophy revolves around long-term wealth preservation and growth, with a focus on delivering results that are sustainable across generations. Stonebrook Private is known for its deep commitment to client success, underpinned by a robust understanding of global markets and a meticulous approach to managing wealth.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Stonebrook Private

Platform Details

Investment Preferences

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Address

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