How does the advisor help clients – Key Takeaways:
STANTUM, LLC is a financial services firm that specializes in providing expert financial advice to clients. They are dedicated to helping their clients create and maintain financial stability and security. STANTUM, LLC offers a wide range of financial services and works closely with each client to understand their specific financial needs and goals.
Their team of financial experts utilizes their extensive knowledge and experience to carefully evaluate each client’s situation and provide tailored financial solutions. They are committed to building long-term relationships with their clients and helping them achieve their financial goals.
Facts and Insights:
Founded in 2010, STANTUM, LLC has been in the financial business for over a decade. With their headquarters located in New York City, they have successfully served clients throughout the United States. They currently have assets under management totaling $500 million, and are continuously growing and expanding their reach.
Assets Under Management, Number of Advisors and Time in Business:
| Assets under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 10 years |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Planning
- College Planning
- Debt Management
Client Types:
STANTUM, LLC works with a diverse range of clients, including high net worth individuals, families, and small businesses. They understand that each client has unique financial needs and goals, and they are dedicated to providing personalized financial solutions for each client.
Fees & Compensation:
As a fee-only advisor, STANTUM, LLC’s compensation is based solely on a percentage of the assets they manage for their clients. This means their incentives are aligned with their clients’ best interests, as they only succeed when their clients succeed.
Background:
STANTUM, LLC was founded by a team of financial experts with over 20 years of combined experience in the financial industry. They have a deep understanding of the financial world and are constantly staying updated on the latest market trends and changes. This allows them to provide the most informed and strategic financial advice for their clients.
Financial Advisor Disclosures to Know:
STANTUM, LLC prides themselves on transparency and always puts their clients’ interests first. As a registered investment advisor, they have a legal obligation to act in the best interest of their clients. Additionally, they have a strict code of ethics and adhere to all rules and regulations set by the Securities and Exchange Commission.