Stash Investments LLC is a large advisory firm based in New York. It manages $824.04 million of regulatory assets for 3,702,824 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Stash Investments provides portfolio management for individuals and small businesses and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Stash Investments LLC is $824.04 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Stash Investments LLC for their services and products based on subscription fees and fixed fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Edward Raymond Robinson is individuals with 3,470,878 clients and $824.04 million of assets under management. Among the 11 most similar advisory firms, Stash Investments has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $824.04 million for 3,470,878 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Stash Investments doesn't advise any private funds.
The company employs 233 people that are either part- or full-time employees. 3 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 169,800 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Edward Raymond Robinson has been acting as President since 1 Dec 2016. Adrien Thomas Pesa joined the executive team most recently as the Chief Compliance Officer.
The principal office where Stash Investments LLC performs its advisory services is located at 500 7 Th Avenue, New York, NY 10018 The mailing address of the firm is 500 Fashion Avenue, New York, NY 10018. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (800) 205-5164. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at stashinvest.com.