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STONE HOUSE INVESTMENT MANAGEMENT, LLC
CRD 139410 · SEC 801-106971
80 WEST TIOGA STREET, TUNKHANNOCK, PA, 18657, United States
Phone
(570) 836-7020
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$841.7M
Discretionary AUM
$835.6M
Team
18 total employees; 17 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 900 | $322.1M |
| High net worth individuals | 253 | $506.6M |
| Charitable organizations | 2 | $1.2M |
| Corporations/business entities | 16 | $11.8M |
States served
CA, DE, KY, MD, NY, NC, OH, PA, SC, VA, WV, WI, MO, TX, FL
All web addresses on file
- https://www.youtube.com/@stonehouseinv
- HTTPS://WWW.FACEBOOK.COM/STONEHOUSEINV/
- HTTP://WWW.STONEHOUSERETIRE.COM
- HTTPS://WWW.X.COM/STONEHOUSEINV
- https://www.linkedin.com/company/stone-house-investment-management-llc
- HTTP://WWW.PGRETIRE.COM
- HTTPS://WWW.RETIREFROMCARGILL.COM
- HTTPS://WWW.RETIREFROMSCHOOL.COM
- https://www.stonehouseroyalty.com
- https://www.stonehouseinv.com
- https://www.retirefromgtp.com
- https://www.instagram.com/stonehouseinv
- https://linktr.ee/stonehouseinv
Official SEC filing: View on IAPD