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Stonehearth Capital Management

Company Profile
Stonehearth Capital Management is an investment advisor in Danvers with $310.64 mm assets under management.

Company profile

Website
www.stonehearthcapital.com
Employees
Incorporated
Massachusetts
Location
Massachusetts
Fiscal year end
Dec 31
SEC CIK
0001550191
IRS number
421632296
SEC advisor number
801-67868
FINRA CRD number
128866
AUM ?
$310.64 mm (as of 22 Mar 22)
Accounts
1,230 (as of 22 Mar 22)
Employees
7 (4 investment advisory or research)
Address
Stonehearth Capital Management
199 ROSEWOOD DRIVE
SUITE 200
DANVERS
MA 01923
Phone
978-624-3000
Brochures
  • Stonehearth Capital Management Adv Part 2A (22 Mar 22)
  • Stonehearth Capital Management Adv Part 2A Appendix 1 (22 Mar 22)
Latest filings (excl ownership)
No filings
Latest ownership filings
View all
13F-HR
Quarterly holdings report by institutional manager
3 Jan 23
13F-HR
Quarterly holdings report by institutional manager
5 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22
13F-HR
Quarterly holdings report by institutional manager
13 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22
13F-HR
Quarterly holdings report by institutional manager
13 Oct 21
13F-HR
Quarterly holdings report by institutional manager
14 Jul 21
13F-HR
Quarterly holdings report by institutional manager
14 Apr 21
13F-HR
Quarterly holdings report by institutional manager
21 Jan 21
13F-HR
Quarterly holdings report by institutional manager
20 Oct 20
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