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Stone House Investment Management, LLC

● SEC registered since 2015CRD 139410SEC# 801-106971Tunkhannock, PA
Export (members)
Reg. AUM
$669.9M
Employees
16
Accounts
2,461
Location
Tunkhannock, PA

Stone House Investment Management, LLC assets under management

Stone House Investment Management, LLC operates as an SEC-registered investment adviser based in Tunkhannock, PA. The firm has been registered since 2015. It reports $669.9 million in regulatory assets under management and employs 16 people.

Stone House Investment Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
Candice Amanda LightfootChief Compliance OfficerUnder 5%2025
John Michael Burke ControlManaging Member10-25%2015
Kirk Atwood LungerPartnerUnder 5%2023
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Frequently asked questions

How much does Stone House Investment Management, LLC manage?

Stone House Investment Management, LLC reports $669.9 million in regulatory assets under management on its Form ADV.

How many employees does Stone House Investment Management, LLC have?

Stone House Investment Management, LLC reports 16 employees.

Where is Stone House Investment Management, LLC located?

Stone House Investment Management, LLC is based in Tunkhannock, PA and has been SEC-registered since 2015.

Does Stone House Investment Management, LLC disclose fund performance?

Stone House Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address80 West Tioga Street, Tunkhannock, PA 18657
Phone(570) 836-7020
Office hours9:00a.m. - 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1696497
Discloses disciplinary historyNo

Assets under management

Discretionary$669.9M
Non-discretionary$0
Total (RAUM)$669.9M