STAWNYCHY FINANCIAL SERVICES, INC.
  • STAWNYCHY FINANCIAL SERVICES, INC.
  • STAWNYCHY FINANCIAL SERVCIES, INC.

Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 06/18/2025
Other registrations (8)
Former registrations

STAWNYCHY FINANCIAL SERVICES, INC.

ADV Location KINNELON, NJ, United States
Contact Info 973 xxxxxxx
Websites
AUM* 131,213,053 15%
of that, discretionary 130,073,118 15%
Number of Employees 4
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 428,801 5%
% High Net Worth 19.38% -11%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

130M 111M 93M 74M 56M 37M 19M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name CITRIN COOPERMAN Filing Date01/21/2025 Form ADV-E View Report
Accounting Firm Name CITRIN COPPERMAN Filing Date12/22/2023 Form ADV-E View Report