Stone Asset Management, Inc. at 4210 Spicewood Spring Rd BLDG E, Austin, Tx 78759 lists William Morgan Stone of Austin, TX as the associate.
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William Morgan Stone
Registered Agent
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703 W 10TH ST, AUSTIN, TX 78701
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William Morgan Stone
President
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6003 SHOAL CREEK BLVD, AUSTIN, TX 78757
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William Morgan Stone
Director
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6003 SHOAL CREEK BLVD, AUSTIN, TX 78757
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4210 SPICEWOOD SPRING RD BLDG E, AUSTIN, TX 78759
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Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).
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Stone Wealth Management
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Austin, TX |
| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 2023 | Plan NameSTONE ASSET MANAGEMENT, INC. 401(K) PLAN Plan #003 Participants BOY/EOY6 / 0 Assets BOY/EOY$1,088,129 / $0 | 2023 | STONE ASSET MANAGEMENT, INC. 401(K) PLAN - Plan #003 | 6 / 0 | $1,088,129 / $0 |
| 2022 | Plan NameSTONE ASSET MANAGEMENT, INC. 401(K) PLAN Plan #003 Participants BOY/EOY4 / 6 Assets BOY/EOY$1,187,699 / $1,088,129 | 2022 | STONE ASSET MANAGEMENT, INC. 401(K) PLAN - Plan #003 | 4 / 6 | $1,187,699 / $1,088,129 |
| 2021 | Plan NameSTONE ASSET MANAGEMENT, INC. 401(K) PLAN Plan #003 Participants BOY/EOY5 / 4 Assets BOY/EOY$688,022 / $1,187,699 | 2021 | STONE ASSET MANAGEMENT, INC. 401(K) PLAN - Plan #003 | 5 / 4 | $688,022 / $1,187,699 |
| 2020 | Plan NameSTONE ASSET MANAGEMENT, INC. 401(K) PLAN Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$515,672 / $688,022 | 2020 | STONE ASSET MANAGEMENT, INC. 401(K) PLAN - Plan #003 | 5 / 5 | $515,672 / $688,022 |
| 2019 | Plan NameRETIREMENT INCOME SECURITY PLAN-STONE ASSET MANAGEMENT Plan #003 Participants BOY/EOY4 / 5 Assets BOY/EOY$326,662 / $515,672 | 2019 | RETIREMENT INCOME SECURITY PLAN-STONE ASSET MANAGEMENT - Plan #003 | 4 / 5 | $326,662 / $515,672 |
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