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STONEFIELD INVESTMENT ADVISORY, INC.
CRD 113802 · SEC 801-134194
425 2ND STREET SE, SUITE 1200, CEDAR RAPIDS, IA, 52401-1818, United States
Phone
319-377-7811
Fax
319-377-7834
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$120.3M
Discretionary AUM
$120.3M
Team
2 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-01-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 152 | $49.6M |
| High net worth individuals | 29 | $58.1M |
| Pension/profit sharing plans | 2 | $12.0M |
| Corporations/business entities | 1 | $500K |
States served
IA, LA, MN, NE, TX, FL
All web addresses on file
Official SEC filing: View on IAPD