Stone Island Financial Planning
Stone Island Financial Planning is an SEC-registered mass-market adviser in Naperville, IL with $134.0M assets under management (AUM, regulatory AUM), -2% over one year. See who owns Stone Island Financial Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146765, SEC 801-69943, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $134.0M (2026-03-26)
- Firm type
- Mass-Market Adviser
- Location
- Naperville, IL
- Employees
- 4
- Clients
- 148
- CRD
- 146765
- Ownership
- MCALISTER, MICHAEL, CHRISTOPHER; ANDERSON, BRUCE, WATERS; SYPIEN, SHELLY, MARIE; ANDERSON, SUSAN
How much AUM does Stone Island Financial Planning have?
Stone Island Financial Planning reported $134.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Stone Island Financial Planning?
Disclosed owners and executives of Stone Island Financial Planning include MCALISTER, MICHAEL, CHRISTOPHER, ANDERSON, BRUCE, WATERS, SYPIEN, SHELLY, MARIE, ANDERSON, SUSAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.