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STONEHENGE RETIREMENT PLANNERS LLC, CRD 292489
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MARK GOLDFINGER | n/a | IRVINE, CA | Laguna Hills, CA | 8 | 21 | 4 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| GOLDFINGER, MARK | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | yes | 01/2018 | Jan 12, 2023 | Jan 2, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Scottsdale | Az | United States | 1 | no |
| LAGUNA HILLS | CA | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Jan 16, 2026 | $0 | $0 | 1 | 1 | 2 | n/a | n/a |
| 2024 | Feb 6, 2025 | $0 | $0 | 1 | 1 | 2 | n/a | n/a |
| 2023 | Jan 2, 2024 | n/a | n/a | 1 | 1 | 2 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0 | $0 | n/a | n/a | n/a | 1 | 1 | 2 | 2 |