Contact | Stonebrook Private

ContactDavid Bruck2024-10-22T13:07:37-05:00

Contact Us

Our location

182 East Main Street
Northville, MI 48167

Stonebrook Private is proud to be a fee-only fiduciary.

What does this mean? We collect fees based on a percentage of the assets we manage on your behalf and do not collect any commissions or fees from any other sources. Based on our over three decades of experience and our desire to serve as fiduciaries, we generally recommend a minimum investment portfolio of $1,000,000. We do take into consideration where you are coming from and where you might be headed to determine if there might be an opportunity to work together. For those earlier in their wealth-building journey or who may not yet share the same complex needs of our Private clients, we encourage you to check out Stonebrook Digital – our tech-enabled platform built on the same fiduciary principles and investment insights as Stonebrook Private.

Connect With Us

Fill out the form below to request a call, send us a message, or ask an advisor to connect with you.

Your Name(Required)

Email(Required)

Your Phone(Required)

Your Comments/Questions

Name

This field is for validation purposes and should be left unchanged.

CONNECT

182 E. Main Street
Northville, MI 48167-1620

info@stonebrookprivate.com

SERVICES

COMPANY

INFORMATION

© All rights reserved. | Stonebrook Private

Citywire 50 Growers Across America (2023-2024): Stonebrook Private was ranked as a 50 Growers Across America RIA in August 2024 by Citywire, based on Form ADV data from 2023. Stonebrook Private did not pay a fee to be included in the ranking. The list is an independent, third-party ranking using publicly available data with no input or data submission by Stonebrook Private or its advisors. In summary, Citywire evaluated publicly available data on the number of financial planning clients, excluding RIAs that are affiliated with a broker-dealer or other institution, and looked at percentage growth and monetary growth in assets under management, and percentage growth in employees in 2023. For more information, visit Citywire RIA: 50 Growers Across America 2024.

Source: Forbes.com (Awarded April 2023 to Todd D. Knickerbocker, data compiled by Shook Research LLC based on time period from 6/30/2021 to 6/30/2022). Advisors considered for the list ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, client satisfaction/retention, compliance records, and community involvement, among others. Shook Research LLC does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Forbes and / or Shook Research LLC are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. Such rankings should not be construed as an endorsement of the advisor. For more information, visit Forbe's Best-In-State Wealth Advisors.