STONE STEPS FINANCIAL, LLC
SEC Form ADV profile.
Total regulatory AUM
$146,585,773
Discretionary
$146,585,773
Non-discretionary
$0
Firm details
- CRD number
- 175289
- SEC file number
- 801-131412
- Main office
- ENCINITAS, CA, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.