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Stonecrest Partners

EST. AUM
$398,800,521

CONTACTS
2

CLIENT ACCOUNTS
477

Firm Details

Metro area Austin
CRD Number 142095
Website stonecrestpartners.com
Client types

Overview

Stonecrest Partners is a boutique, independent Hybrid financial services firm providing investment and wealth management services to private individuals, international family offices, institutions, and independent advisors. The firm operates under a hybrid model, using Stonecrest Advisors, Inc. (RIA) and Stonecrest Capital Markets, Inc. (Broker-Dealer). Its primary focus is on fixed income, international wealth management, and highly specialized Real Estate 1031 DST products. All client assets are held at Pershing LLC (a BNY Mellon Company).

Platform Details

Investment Preferences

Alternative Activity

Address

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

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