SPURSTONE ADVISORY SERVICES, LLC
Legal name: SPURSTONE
CRD #284158 SEC #801-127573 HIGGANUM, CT 860-264-1111
SEC Registered
Total AUM
$155.4M
Discretionary
$155.4M
Employees
3
Clients
101
Accounts
443
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $155.4M | $155.4M | $0 | 3 | 0 |
| Feb 2025 | $155.4M | $155.4M | $0 | 3 | 0 |
| Jan 2025 | $123.6M | $123.6M | $0 | 3 | 1 |
| Oct 2024 | $123.6M | $123.6M | $0 | 3 | 1 |
| Feb 2024 | $123.6M | $123.6M | $0 | 3 | 1 |
| Oct 2023 | $100.8M | $100.8M | $0 | 3 | 5 |
| Oct 2023 | $100.8M | $100.8M | $0 | 3 | 5 |
| Apr 2023 | $100.8M | $100.8M | $0 | 3 | 5 |
| Mar 2023 | $100.8M | $100.8M | $0 | 3 | 5 |
DateOct 2025
Total AUM$155.4M
Discretionary$155.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2025
Total AUM$155.4M
Discretionary$155.4M
Non-Disc.$0
Employees3
Clients0
DateJan 2025
Total AUM$123.6M
Discretionary$123.6M
Non-Disc.$0
Employees3
Clients1
DateOct 2024
Total AUM$123.6M
Discretionary$123.6M
Non-Disc.$0
Employees3
Clients1
DateFeb 2024
Total AUM$123.6M
Discretionary$123.6M
Non-Disc.$0
Employees3
Clients1
DateOct 2023
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees3
Clients5
DateOct 2023
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees3
Clients5
DateApr 2023
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees3
Clients5
DateMar 2023
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees3
Clients5