Stonebrook Capital Management

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

1010 Lake St Ste 426, Oak Park, Illinois...

Phone Number

(708) 763-9780

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Stonebrook Capital Management

Stonebrook Capital Management is a fee-only financial planning firm based in Oak Park, Illinois, specializing in retirement planning, investment management, and tax planning for individuals and families. The firm aims to help clients unlock wealth from their investments and reduce tax exposure, allowing them to retire with confidence. With a risk-managed approach and innovative tax strategies, Stonebrook serves clients virtually across the country, focusing on building and protecting their wealth. Founded in 1999, the firm prides itself on providing high-quality, unbiased investment advice backed by over 25 years of industry experience.Explore more
Stonebrook Capital Management's Social MediaPopular Searchesstonebrook capital management IncStonebrook Capital ManagementStonebrook Capital LLCStonebrook CapitalStonebrook Asset Management LLCSIC Code 62,628NAICS Code 52,523Show more

Stonebrook Capital Management Org Chart

PhoneEmail
RV
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Principal and Investment Advisor

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JV
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Client Service Associate

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JA
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Partner

PhoneEmail
RE
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Investment Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stonebrook Capital Manage...

<$5M
1-10
Private
-
2001
RV
Randall VincentPrincipal and Investment Advisor
$7.7M
11-50
Private
-
1988
TF
Theresa FanningChief Operating Officer
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2009
DM
Dana MahoneyManager, Client Services
<$5M
1-10
Private
-
2013
JM
J. ManleyInvestment Managing Member Advisor
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
<$5M
1-10
Private
-
2015
JH
Jami HeistenManager, Client Service Extraordinaire Office Personality
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Company Profile Activity

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Activity Insights

Stonebrook Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Stonebrook Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Stonebrook Capital Management.

Stonebrook Capital Management Tech Stack

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Frequently Asked Questions Regarding Stonebrook Capital Management

What is Stonebrook Capital Management's official website?
Stonebrook Capital Management's official website is www.stonebrookcapital.com
What is Stonebrook Capital Management's Revenue?
Stonebrook Capital Management's revenue is <$5 Million
What is Stonebrook Capital Management's SIC code?
Stonebrook Capital Management's SIC: 62,628
What is Stonebrook Capital Management's NAICS code?
Stonebrook Capital Management's NAICS: 52,523
How many employees does Stonebrook Capital Management have?
Stonebrook Capital Management has 1-10 employees
What industry does Stonebrook Capital Management belong to?
Stonebrook Capital Management is in the industry of: Finance, Securities Trading
What is Stonebrook Capital Management competition?
Stonebrook Capital Management top competitors include: Chapman & Cardwell Capital Management, Furlong Investment Solutions, Clarus Wealth Advisors, Manley Capital Management
What technology does Stonebrook Capital Management use?
Some of the popular technologies that Stonebrook Capital Management uses are: Drupal, Google Tag Manager, jsDelivr, Amazon Web Hosting
How do I contact Stonebrook Capital Management?
Stonebrook Capital Management contact info: Phone number: (708) 763-9780 Website: www.stonebrookcapital.com
What does Stonebrook Capital Management do?

Stonebrook Capital Management is a fee-only financial planning firm based in Oak Park, Illinois, specializing in retirement planning, investment management, and tax planning for individuals and families. The firm aims to help clients unlock wealth from their investments and reduce tax exposure, allowing them to retire with confidence. With a risk-m... anaged approach and innovative tax strategies, Stonebrook serves clients virtually across the country, focusing on building and protecting their wealth. Founded in 1999, the firm prides itself on providing high-quality, unbiased investment advice backed by over 25 years of industry experience.Read More

What are Stonebrook Capital Management social media links?
Stonebrook Capital Management Linkedin page Stonebrook Capital Management Facebook page
Is Stonebrook Capital Management a public company?
Stonebrook Capital Management is private company therefore does not currently have an official ticker symbol
See more information about Stonebrook Capital Management

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