Stone Creek Advisors
Financial Services • 
Buffalo, New York, United States • 1-10 Employees
Company overview
| Headquarters | Buffalo, New York, United States |
| Phone number | +17162474448 |
| Website | |
| NAICS | 52 |
| Keywords | Strategic Planning, Wealth Management, Asset Allocation, Asset Management, Retirement Planning, Portfolio Management, Financial Planning, Investment Management, Charitable Giving, Portfolio Monitoring, Fiduciary, Tactical Asset Allocation, Cashflow And Budgeting, Insurance Auditing, Active Asset Allocation |
| Founded | 2022 |
| Employees | 1-10 |
| Socials |
Key Contacts at Stone Creek Advisors
Marc D Bernstein
President And Co-Founder
Kasey Wopperer
Co-Founder & Chief Investment Officer
Peter C. Borello
Director Of Investments And Partner
Stone Creek Advisors Email Formats
Stone Creek Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@stonecreek-advisors.com), used 87.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@stonecreek-advisors.com | 87.5% |
{last name}{last name} | doedoe@stonecreek-advisors.com | 12.5% |
About Stone Creek Advisors
The world has changed fundamentally—and having the ability to evolve and adjust to current markets is critical. At Stone Creek Advisors, we believe that building a solid financial plan is the most important step toward navigating today’s rapidly changing economic cycles and successfully reaching you
Stone Creek Advisors revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Stone Creek Advisors has 5 employees across 3 departments.
Departments
Number of employees
Funding Data
Stone Creek Advisors has never raised funding before.
Stone Creek Advisors Tech Stack
Discover the technologies and tools that power Stone Creek Advisors's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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