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STAWNYCHY FINANCIAL SERVICES, INC.
CRD 128859 · SEC 801-133023
135 KINNELON ROAD, SUITE 101, KINNELON, NJ, 07405, United States
Phone
973-283-0024
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$131.2M
Discretionary AUM
$130.1M
Team
4 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 91 | $33.4M |
| High net worth individuals | 25 | $80.4M |
| State/municipal entities | 5 | $9.4M |
States served
NJ, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD