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STONESTREET FINANCIAL, INC.
CRD 288005
532 PAGE STREET, STOUGHTON, MA, 02072, United States
Phone
(781) 436-5421
Fax
(781) 394-0371
Registration
— (—)
Source
State registered
Total AUM
$5.3M
Discretionary AUM
$933K
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersON-BOARDING FEE AND ANNUAL RETAINER FEES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $790K |
| Pension/profit sharing plans | 5 | $4.5M |
All web addresses on file
Official SEC filing: View on IAPD