STONE TORO WEALTH MANAGEMENT LLC
CRD #175027 SEC #801-81016 PRINCETON, NJ 609-748-1936
SEC Registered Private Funds
Total AUM
$155.5M
Discretionary
$155.5M
Employees
6
Clients
26
Accounts
69
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 18, 2015
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ATKINSON, DENISE, C | I | CHIEF COMPLIANCE OFFICER | NA | |
| ATKINSON, DENISE, CHYREL | I | CHIEF COMPLIANCE OFFICER | NA | |
| ATKINSON, DENISE, CHYREL | I | CHIEF COMPLIANCE OFFICER | NA | |
| JARZYNA, MICHAEL, JOSEPH | I | MANAGING MEMBER | C | Control |
| JARZYNA, MICHAEL, JOSEPH | I | MANAGING MEMBER | C | Control |
| JARZYNA, MICHAEL, JOSEPH | I | MANAGING MEMBER | C | Control |
| JARZYNA, MICHAEL, JOSEPH | I | MANAGING MEMBER | C | Control |
| JENKINS, RICHARD, HORACE | I | MANAGING MEMBER | C | Control |
| JENKINS, RICHARD, HORACE | I | MANAGING MEMBER AND CCO | C | Control |
| JENKINS, RICHARD, HORACE | I | MANAGING MEMBER | C | Control |
| JENKINS, RICHARD, HORACE | I | MANAGING MEMBER | C | Control |
| JENKINS FAMILY TRUST | DE | MEMBER | B | |
| JENKINS FAMILY TRUST | DE | MEMBER | B | |
| JENKINS FAMILY TRUST | DE | MEMBER | B | |
| JENKINS FAMILY TRUST | DE | MEMBER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| JENKINS, HORACE, C | I | JENKINS FAMILY TRUST | F | Control |
| JENKINS, HORACE, CLARK | I | JENKINS FAMILY TRUST | F | Control |
| JENKINS, HORACE, CLARK | I | JENKINS FAMILY TRUST | F | Control |
| JENKINS, HORACE, CLARK | I | JENKINS FAMILY TRUST | F | Control |
Registrations
Federal
IA
Feb 18, 2015 REGISTERED
Notice Filings (3)
FL NJ PA
Address
313 COMMONS WAYPRINCETON, NJ 08540-1510
United States
Phone: 609-748-1936