Stonebrook Private

Finance · Michigan, United States · 11-50 Employees

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Overview

Headquarters

182 E Main St, Northville, Michigan, 481...

Phone Number

(248) 349-3027

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Stonebrook Private

Stonebrook Private is an independent, fee-only wealth advisory firm dedicated to guiding families through the complexities of wealth management. The firm offers comprehensive services including wealth planning, tax planning, and estate planning, integrating these elements to align with clients' priorities. With a multi-generational team of professionals, Stonebrook Private emphasizes thoughtful guidance and disciplined execution to help clients make informed financial decisions. The firm serves clients across 37 states and manages over $900 million in assets.Explore more
Popular SearchesStonebrook PrivateSIC Code 62,628NAICS Code 52,523Show more

Stonebrook Private Org Chart

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Chief Operating Officer

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Chief Marketing Officer

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Director, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stonebrook Private

<$5M
11-50
Private
-
-
LB
Lisa BehmChief Operating Officer
$17.8M
51-200
Private
-
2001
JS
Joe SpitznagelPortfolio Manager
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2023
BG
Brendan GanjiCo-Founder & Chief Investment Officer
<$5M
11-50
Private
-
-
AT
Adam TraskChief Compliance Officer
<$5M
1-10
Private
-
-
MH
Michael HartleyChief Operating Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Stonebrook Private Tech Stack

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Stonebrook Private News & Media

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Frequently Asked Questions Regarding Stonebrook Private

What is Stonebrook Private's official website?
Stonebrook Private's official website is www.stonebrookprivate.com
What is Stonebrook Private's Revenue?
Stonebrook Private's revenue is <$5 Million
What is Stonebrook Private's SIC code?
Stonebrook Private's SIC: 62,628
What is Stonebrook Private's NAICS code?
Stonebrook Private's NAICS: 52,523
How many employees does Stonebrook Private have?
Stonebrook Private has 11-50 employees
What industry does Stonebrook Private belong to?
Stonebrook Private is in the industry of: Finance, Securities Trading
What is Stonebrook Private competition?
Stonebrook Private top competitors include: Integrated Financial Management, Silverwood, Nebraska Investment Council, Palm Beach Private
What companies has Stonebrook Private acquired?
Stonebrook Private has acquired the companies: Mount Yale Capital Group, Stonebrook Private
What technology does Stonebrook Private use?
Some of the popular technologies that Stonebrook Private uses are: WordPress.org, PHP, Google Tag Manager, Google Global Site Tag
How do I contact Stonebrook Private?
Stonebrook Private contact info: Phone number: (248) 349-3027 Website: www.stonebrookprivate.com
What does Stonebrook Private do?

Stonebrook Private is an independent, fee-only wealth advisory firm dedicated to guiding families through the complexities of wealth management. The firm offers comprehensive services including wealth planning, tax planning, and estate planning, integrating these elements to align with clients' priorities. With a multi-generational team of professi... onals, Stonebrook Private emphasizes thoughtful guidance and disciplined execution to help clients make informed financial decisions. The firm serves clients across 37 states and manages over $900 million in assets.Read More

Is Stonebrook Private a public company?
Stonebrook Private is private company therefore does not currently have an official ticker symbol
See more information about Stonebrook Private

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