SlateStone Wealth is an investment advisor in Jupiter with $952.28 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
611815919
SEC advisor number
801-110003
FINRA CRD number
286669
AUM ?
$952.28 mm
(as of 19 Apr 23)
Accounts
1,158
(as of 19 Apr 23)
Employees
23
(14 investment advisory or research)
Address
SlateStone Wealth
4495 MILITARY TRAIL
SUITE 207
JUPITER
FL 33458
4495 MILITARY TRAIL
SUITE 207
JUPITER
FL 33458
Office hours
BY APPOINTMENT, BY APPOINTMENT
Phone
561.244.2504
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Daniels, Sharon, Anne | Managing Member | 12/2021 | 25-50% |
Tylander, Patrick, Edward | Managing Member | 12/2021 | 50-75% |
Daniels, Sharon, Anne | Founder, Co-ceo | 01/2017 | < 5% |
Tylander, Patrick, Edward | Founder, Co-ceo | 01/2017 | < 5% |
Kleiner, Milagros (NMN) | Chief Compliance Officer | 05/2017 | < 5% |
King, Terri, Lynn | Trustee of Terri King Trust (Terri King Tte) | 12/2017 | 5-10% |
Terri King Trust (Terri King Tte) | Member | 12/2017 | 5-10% |
Slatestone Holdings, LLC | Owner | 12/2021 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Apr 24
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
12 Oct 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22