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STONE SECURITIES INC.
CRD 162909
281 E. GROVE ST, CLARKS GREEN, PA, 18411, United States
Phone
570-585-0825
Fax
570-585-0840
Registration
— (—)
Source
State registered
Total AUM
$72.5M
Discretionary AUM
$68.3M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-14
Disciplinary history
No
Services
Portfolio management (individuals)NON-PROFIT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 92 | $56.2M |
| High net worth individuals | 10 | $15.7M |
All web addresses on file
Official SEC filing: View on IAPD