SlateStone Wealth is an investment advisor in Jupiter with $1.01 bn 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 ?
$1.37 bn
(as of 14 Mar 24)
Accounts
1,426
(as of 14 Mar 24)
Employees
24
(17 investment advisory or research)
Address
SlateStone Wealth
4495 MILITARY TRAIL
SUITE 207
JUPITER
FL 33458
4495 MILITARY TRAIL
SUITE 207
JUPITER
FL 33458
Phone
561.244.2504
Latest filings (excl ownership)
No filings
Latest ownership filings
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
13F-HR
Quarterly holdings report by institutional manager
28 Oct 21