Stanhouse Financial Planning And Management, LLC
Stanhouse Financial Planning And Management, LLC (CRD# 150494) is a financial advisory firm headquartered in Duluth, GA. They manage $29,151,149 in 75 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Stanhouse Financial Planning And Management, LLC
By the Numbers
-
Total Assets Under Management29MILLION
-
Total Number of Accounts75ACCOUNTS
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Average Account Value$388,682
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA, TX
Financial Advisors at Stanhouse Financial Planning And Management, LLC
1
James Stanhouse (CRD# 5672650) is an Investment Advisor Representative working at Stanhouse Financial Planning And Management, LLC in Duluth, GA and has over 15 years of experience in the finance industry.
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