Stone Mill Co Inc is a large advisory firm based in Baltimore. It manages $87.57 million of regulatory assets for 153 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Maryland, North Carolina, and Virginia.
Stone Mill provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Stone Mill Co Inc is $87.57 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Stone Mill Co Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Melvyn Harry Siegel has been acting as President since 1 Jun 1980. Ralph Weil joined the executive team most recently as the Sr. Vice President.
The principal office where Stone Mill Co Inc performs its advisory services is located at 300 W Pratt Street, #520, Baltimore, MD 21201, which is also the mailing address of the firm. An additional office of the firm is in Durham, NC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 410-547-6660 or by fax 410-727-2417. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.