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Stone House Investment Management, LLC CRD 139410
$842M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
80 West Tioga Street, Tunkhannock, PA 18657 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stone House Investment Management, Llc | Tunkhannock | PA | 01/2014 | Present |
| Lunger Financial Llc | Meshoppen | PA | 07/2016 | Present |
1. Lunger Financial, LLC; Investment Related; 179 RYANS LANE, MESHOPPEN, PA 18630; Owner; 07/2016; 25% of time/month, 25% of time during trading hours; Provides financial advisory services to Stone House Clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-06 |
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