40
Skipping Stones Fiduciary Consulting registers with CO
New state-registered adviser · CRD 342060 · effective 2026-07-28
Effective 2026-07-28. 1 employee (1 advisory). Affiliated with a broker-dealer. Limited Liability Company (CO).
Broker-dealer affiliate
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Recruiting & RIA platforms
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance