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STONE PINE FINANCIAL PARTNERS

STONE PINE FINANCIAL PARTNERS, LLC

CRD 175287 · SEC 801-121762

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208 W. FRONT ST, MEDIA, PA, 19063, United States

Phone

610-565-9181

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$256.8M

Discretionary AUM

$256.8M

Team

5 total employees; 4 advisory reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals100$32.6M
High net worth individuals102$224.1M

States served

NJ, NY, PA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD