Aidan
Perry
Stonemark Wealth Management
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About this Advisor
Aidan Perry is a financial advisor based in Pasadena, California, working with Stonemark Wealth Management. Aidan has previously held positions at Stonemark Wealth Management, University Of San Diego, Millikan High School, and United States Marine Corps Reserve. Aidan has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Aidan is part of Stonemark Wealth Management, which operates out of Pasadena, California. The firm has one office and seven employees. The firm manages assets totaling $427.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Stonemark Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stonemark Wealth Management Brokerage Details
$427,080,146
7
748
$570,963
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Aidan Perry Work History
Stonemark Wealth Management
Stonemark Wealth Management
University Of San Diego
United States Marine Corps Reserve
Millikan High School
Disclosures
Please visit the SEC profile of Aidan Perry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stonemark Wealth Management
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
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