Updated:
Stanhouse Financial Planning and Management
Stanhouse Financial Planning and Management, LLC is an SEC-registered investment adviser in Duluth, GA. The firm manages approximately $33 million in...
Stanhouse Financial Planning and Management
Stanhouse Financial Planning and Management, LLC is an SEC-registered investment adviser in Duluth, GA. The firm manages approximately $33 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Sector focus
Frequently asked questions
What services does Stanhouse Financial Planning and Management provide?
As a registered investment advisory firm, Stanhouse likely offers financial planning, investment management, and wealth advisory services to individuals and families. The firm's name emphasizes financial planning, suggesting a focus on holistic wealth strategies rather than purely asset management.
Is Stanhouse a single-family office or multi-family office?
Public records do not clarify the firm's structure. Its name uses 'Management' rather than 'Family Office,' and it is registered as an RIA, which is consistent with a multi-family office or traditional wealth management practice serving multiple unrelated clients.
Who are the key principals at Stanhouse?
No principals are publicly named in available sources. Regulatory filings with the SEC or state securities divisions would typically list a registered representative or investment adviser representative, but those details were not found in this review.
What is Stanhouse's AUM?
Stanhouse does not publicly disclose its assets under management. The firm's AUM remained undisclosed in all reviewed sources.
Where is Stanhouse headquartered?
The firm's physical address is not publicly listed. Registered agent filings on state business registries could potentially reveal a location, but no such information was identified.
What investment strategies does Stanhouse use?
Without public disclosure, the firm's investment approach cannot be confirmed. RIAs typically use financial planning software, tax-efficient investing, and diversified portfolios tailored to client needs.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: