Stonnington Group, LLC

Stonnington Group, LLC

投资管理

Pasadena,CA 266 位关注者

Pasadena Wealth Management and Financial Planners

关于我们

At Stonnington Group, we know that our clients have unique goals and plans for the future. That’s why we take a personalized, whole-team approach to wealth management and financial planning. We ask the right questions up front and work collaboratively to craft dynamic, customized and agile plans. Year after year, our clients can count on us to help them achieve their financial goals and protect their legacy. We offer a wide range of customizable services including wealth management, investment banking, alternative asset management, employee retirement plans and family office. Our experienced, independent team knows how to connect the dots between tax strategies, estate planning and investing to maximize your wealth. Advisory products and services offered by Investment Adviser Representatives through Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors (“QPA”). ?2023 - Stonnington Group, LLC - All Rights Reserved

网站
https://stonningtongroup.com
所属行业
投资管理
规模
2-10 人
总部
Pasadena,CA
类型
私人持股
创立
2004
领域
Wealth Management、Retirement Plan Consulting、Asset Management、Investment Banking和Family Office

地点

  • 主要

    600 South Lake Avenue

    Suite 502

    US,CA,Pasadena,91106

    获取路线

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