Samantha Stoner is a CFA-designated registered investment advisor at Townsquare Capital, LLC, based in Lehi, UT, with 1 years of industry experience. Samantha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 84 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TownSquare Capital primarily provides investment management services to other investment advisors, not directly to individual investors. Fees for these services are negotiated with the other investment advisors. TownSquare may offer asset management services directly to employees and their relatives (House Accounts). Fees charged to House Accounts are negotiable but will not exceed 3% annually of the value of the investments.
Location
Traverse Ridge Center Ii, 3450 Triumph Boulevard, Lehi, UT, 84043
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Townsquare Capital, LLC
Previous Registrations
Orion Portfolio Solutions, LLC
State Registrations1 state
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