Stonefield Investment Advisory, Inc.
Stonefield Investment Advisory, Inc. is an SEC-registered mass-market adviser in Cedar Rapids, IA with $120.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Stonefield Investment Advisory, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 113802, SEC 801-134194, data through 2026-01-27.
- AUM (assets under management / regulatory AUM)
- $120.2M (2026-01-27)
- Firm type
- Mass-Market Adviser
- Location
- Cedar Rapids, IA
- Employees
- 2
- Clients
- 184
- CRD
- 113802
- Ownership
- WERNER, JON, ROBERT; MICKELSON, STEPHEN, ROBERT
How much AUM does Stonefield Investment Advisory, Inc. have?
Stonefield Investment Advisory, Inc. reported $120.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-27).
Who owns Stonefield Investment Advisory, Inc.?
Disclosed owners and executives of Stonefield Investment Advisory, Inc. include WERNER, JON, ROBERT, MICKELSON, STEPHEN, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.