| Name | Title | Ownership | Since |
|---|---|---|---|
| Scott Robert Frank Control | Managing Member, Chief Compliance Officer | Over 75% | 2015 |
Stone Steps Financial, LLC reports $105.4 million in regulatory assets under management on its Form ADV.
Stone Steps Financial, LLC reports 4 employees.
Stone Steps Financial, LLC is based in Encinitas, CA and has been SEC-registered since 2024.
Stone Steps Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 533 Second Street, Suite 207, Encinitas, CA 92024 |
| Phone | 760-456-7147 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $105.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $105.4M |