Stone & Youngberg LLC is an adviser based in San Francisco. It manages $50.32 million of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Arizona, California, Florida, and 5 other states.
Stone & Youngberg provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Stone & Youngberg LLC is $50.32 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Stone & Youngberg LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Kenneth Everett Williams has been acting as President since 1 Jan 1996. Stifel Financial Corp. joined the executive team most recently as the Shareholder.
The principal office where Stone & Youngberg LLC performs its advisory services is located at One Ferry Building, San Francisco, CA 94111, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-445-2300 or by fax 415-445-2317. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.syllc.com.