StoneKimbro

EST. AUM
$6,240,607

CONTACTS
1

CLIENT ACCOUNTS
17

Firm Details

Metro area Los Angeles
CRD Number 317356
Website stonekimbro.com
Client types

Overview

StoneKimbro, LLC is a modest-size, California-based fee-for-service RIA offering personalized financial advisory and wealth management. The firm operates under a flexible fee model—asset-based, hourly, and fixed—tailored to accommodate both discretionary and non-discretionary client needs. Serving a portfolio consisting of a select number of clients, StoneKimbro emphasizes bespoke strategies, transparency, and adaptability, appealing to those seeking individualized guidance rather than large-scale institutional solutions.

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

StoneKimbro

Platform Details

Investment Preferences

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Address

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