STONEHENGE RETIREMENT PLANNERS
STONEHENGE RETIREMENT PLANNERS LLC Legal Name
Adviser information for STONEHENGE RETIREMENT PLANNERS last updated from Form ADV on January 2nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 225 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Pension consulting servicesPublication of periodicals or newslettersEducational seminars/workshops |
|---|---|
| Compensation | A PERCENTAGE OF ASSETS UNDER ADVISEMENT |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-127326 |
|---|---|
| SEC ERA File Number | 801-127326 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 292489 |
| Legal Entity Identifier | None |
Principal Office
90 NAVARREIRVINE
CA
United States
Monday - Friday, 11:00AM -3:00PM
Tel: (310) 770-5944, Fax: (310) 402-5985
Websites
Chief Compliance Officer
MARK GOLDFINGER
PRINCIPAL
90 NAVARRE
IRVINE
CA
United States
Tel:
(310) 770-5944
Fax:
(310) 402-5985
M***@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GOLDFINGER, MARK | Individual | – | PRINCIPAL, CHIEF COMPLIANCE OFFICER | 01/2018 | > 75% |