Adviser Profile
| As of Date | 06/20/2025 |
| Registration status | Registration Changed to STAWNYCHY FINANCIAL SERVICES, INC. |
| ADV Location | KINNELON, NJ, United States |
| Contact Info | 973 xxxxxxx |
| Websites |
| AUM* | 113,900,000 |
| of that, discretionary | 112,818,000 |
| Number of Employees | 4 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 408,244 |
| % High Net Worth | 21.71% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
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
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
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 |
| Accounting Firm Name UNTRACHT EARLY LLC | Filing Date08/05/2022 | Form ADV-E View Report |