Stone Mill Co Inc (Baltimore)

Stone Mill Co Inc is a large advisory firm based in Baltimore. It manages $87.57 million of regulatory assets for 153 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Maryland, North Carolina, and Virginia.

Stone Mill provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Stone Mill: assets under management

The assets under management (AUM) of Stone Mill Co Inc is $87.57 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $87.57 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $572.37 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Stone Mill Co Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Stone Mill Co Inc

Melvyn Harry Siegel has been acting as President since 1 Jun 1980. Ralph Weil joined the executive team most recently as the Sr. Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Melvyn Harry Siegel	President	1 Jun 1980	75% - 100%	1101705
Ralph Weil	Sr. vice president	1 Jul 2001	Other	4448604

Based in Baltimore

The principal office where Stone Mill Co Inc performs its advisory services is located at 300 W Pratt Street, #520, Baltimore, MD 21201, which is also the mailing address of the firm. An additional office of the firm is in Durham, NC. It doesn’t run an office outside of the United States.