STONE STEPS FINANCIAL, LLC
CRD #175289 SEC #801-131412 ENCINITAS, CA 760-456-7147
SEC Registered
Total AUM
$105.4M
Discretionary
$105.4M
Employees
4
Clients
51
Accounts
402
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $105.4M | $105.4M | $0 | 4 | 0 |
| Mar 2025 | $105.4M | $105.4M | $0 | 4 | 0 |
| Nov 2024 | $105M | $105M | $0 | 4 | 0 |
| Oct 2024 | $105M | $105M | $0 | 4 | 0 |
DateOct 2025
Total AUM$105.4M
Discretionary$105.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$105.4M
Discretionary$105.4M
Non-Disc.$0
Employees4
Clients0
DateNov 2024
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees4
Clients0
DateOct 2024
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees4
Clients0