A Sling & A Stone, Incorporated
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$105,222,868
Total clients
385
4% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
193
Average account size
$273,306
Client services
Fee options
Hourly fees charged for financial planning and consulting services after delivery of recommendations
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Main office location
A Sling & A Stone, Incorporated
123 E. Jackson, Suite 206
Burnet TX 78611, United States
Number of offices
1
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