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STANHOUSE FINANCIAL PLANNING AND MANAGEMENT, LLC
CRD 150494
3235 SATELLITE BLVD., BLDG 400, SUITE 300, DULUTH, GA, 30096-8688, United States
Phone
404 538 0307
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$33.3M
Discretionary AUM
$33.3M
Team
1 total employees; 1 advisory reps; 21 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $6.9M |
| High net worth individuals | 22 | $26.4M |
All web addresses on file
Official SEC filing: View on IAPD