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Stability Partners Advisory Group, LLC

CRD 165880SEC# 801-136662Spring, TX
Export (members)
No longer SEC-registered. Stability Partners Advisory Group, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$140.9M
Employees
3
Accounts
674
Location
Spring, TX

Stability Partners Advisory Group, LLC assets under management

Stability Partners Advisory Group, LLC is an SEC-registered investment adviser based in Spring, TX. It reports $140.9 million in regulatory assets under management and employs 3 people.

Stability Partners Advisory Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Bryan Powell ControlPartner/Chief Compliance Officer50-75%2012
Jean Marie Casagrande ControlPartner50-75%2012

Frequently asked questions

How much does Stability Partners Advisory Group, LLC manage?

Stability Partners Advisory Group, LLC reports $140.9 million in regulatory assets under management on its Form ADV.

How many employees does Stability Partners Advisory Group, LLC have?

Stability Partners Advisory Group, LLC reports 3 employees.

Where is Stability Partners Advisory Group, LLC located?

Stability Partners Advisory Group, LLC is based in Spring, TX.

Does Stability Partners Advisory Group, LLC disclose fund performance?

Stability Partners Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9070 Gleannloch Forest Drive, Suite 400, Spring, TX 77379
Office hoursBy Appointment Only
Discloses disciplinary historyNo

Assets under management

Discretionary$140.9M
Non-discretionary$0
Total (RAUM)$140.9M