RIA Intelligence

STONE PINE FINANCIAL PARTNERS, LLC

Legal name: STONE PINE FINANCIAL PARTNERS

CRD #175287 SEC #801-121762 MEDIA, PA 610-565-9181
SEC Registered
Total AUM
$199M
Discretionary
$199M
Employees
5
Clients
11
Accounts
639

AUM Over Time

DateNov 2025
Total AUM$199M
Discretionary$199M
Non-Disc.$0
Employees5
Clients0
DateSep 2025
Total AUM$199M
Discretionary$199M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$199M
Discretionary$199M
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$146.9M
Discretionary$146.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$121.7M
Discretionary$121.7M
Non-Disc.$0
Employees4
Clients0
DateJun 2022
Total AUM$132.3M
Discretionary$132.3M
Non-Disc.$0
Employees3
Clients1
DateMar 2022
Total AUM$132.3M
Discretionary$132.3M
Non-Disc.$0
Employees3
Clients1
DateJun 2021
Total AUM$109.3M
Discretionary$109.3M
Non-Disc.$0
Employees3
Clients1