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STEMBROOK ASSET MANAGEMENT, LLC
CRD 144116 · SEC 801-131731
212 MAPLE AVENUE, SUITE 201, RED BANK, NJ, 07701, United States
Phone
201-484-0063
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$147.5M
Discretionary AUM
$147.5M
Team
2 total employees; 2 advisory reps; 4 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $3.3M |
| High net worth individuals | 27 | $144.0M |
| Corporations/business entities | 1 | $178K |
States served
NJ, NY, NH
All web addresses on file
Official SEC filing: View on IAPD