Stonekeep Investments, LLC

Stonekeep Investments, LLC (CRD# 306144) is a financial advisory firm headquartered in , . They manage $137,850,000 in 351 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
http://www.stonekeepinvestments.com
By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    351
    ACCOUNTS
  • Average Account Value
    $392,735
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NE, NM, TN, TX

Financial Advisors at Stonekeep Investments, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael Reid, financial advisor Santa Fe NM
Michael C. Reid
CRD#: 6919056
Santa Fe, NM

Michael Reid (CRD# 6919056) is an Investment Advisor Representative working at Stonekeep Investments, LLC in Santa Fe, NM and has 1 year of experience in the finance industry.

2
Scott Geppert, financial advisor Santa Fe NM
Scott Geppert
CRD#: 5548961
Santa Fe, NM

Scott Geppert (CRD# 5548961) is an Investment Advisor Representative working at Stonekeep Investments, LLC in Santa Fe, NM and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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