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The Stonnington Group

EST. AUM
$553,044,853

CONTACTS
2

CLIENT ACCOUNTS
576

Firm Details

Metro area Los Angeles
CRD Number 131221
Website stonningtongroup.com
Client types

Overview

Active asset management, deliberate execution, and reliable results form the foundation of financial success. This success is achieved through a forward-looking plan developed to meet specific needs. They offer a wide range of customizable services, and their experienced, independent team connects the dots between tax strategies, estate planning, and investing to maximize clients' wealth. As independent advisors, they have unconstrained access to financial vehicles. They invest wealth in the most advantageous vehicles to reach individual goals, including equities, fixed income, real estate, private placements, and alternative investments.

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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