Insights

Niche Market Focus Stone Hill Fiduciary Management specializes in providing independent ERISA fiduciary services for plan sponsors, focusing on reducing costs and enhancing operational efficiency. This targeted expertise presents an opportunity to highlight tailored fiduciary solutions and comprehensive plan management offerings to similar clients seeking cost-effective retirement plan services.

High-value Client Base With a small team of 2-10 employees and a clear commitment to fiduciary excellence, the firm appeals to mid-sized plan sponsors and employers who prioritize strong fiduciary oversight and risk mitigation. Positioning complementary products or services that reinforce fiduciary safety and compliance could enhance client acquisition efforts.

Tech Adoption Utilizing modern technology stacks such as Cloudflare, Google Analytics, and Shopify indicates a digital-forward approach. This opens avenues for offering digital solutions, analytics tools, or integrated platforms that streamline plan administration and enhance transparency for clients.

Growth Potential With revenues estimated between 1 million and 10 million dollars, the company is positioned for growth within the fiduciary and retirement plan advisory sector. Identifying complementary services such as enhanced compliance tools, fee analysis, or plan optimization solutions could support expansion efforts.

Industry Relationships Given the company's focus on open-architecture, conflict-free solutions, there is an opportunity to develop partnerships or integrations with fund providers, plan administrators, and technology providers that prioritize fiduciary responsibility, fostering strategic alliances to expand service offerings.

Stone Hill Fiduciary Management Tech Stack

Stone Hill Fiduciary Management uses 8 technology products and services including Cloudflare, MySQL, Shopify, and more. Explore Stone Hill Fiduciary Management's tech stack below.

  • Cloudflare
    Content Management System
  • MySQL
    Database
  • Shopify
    E-commerce
  • Font Awesome
    Font Scripts
  • Cloudflare Bot Management
    Security
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics
  • jQuery Waypoints
    Web Tools And Plugins

Media & News

Stone Hill Fiduciary Management's Email Address Formats

Stone Hill Fiduciary Management uses at least 1 format(s):
Stone Hill Fiduciary Management Email FormatsExamplePercentage
Last@stonehillfiduciary.comDoe@stonehillfiduciary.com
33%
FirstMLast@stonehillfiduciary.comJohnMDoe@stonehillfiduciary.com
17%
First@stonehillfiduciary.comJohn@stonehillfiduciary.com
17%
Last@stonehillfiduciary.comDoe@stonehillfiduciary.com
33%

Frequently Asked Questions

Where is Stone Hill Fiduciary Management's headquarters located?

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Stone Hill Fiduciary Management's main headquarters is located at 1010 Northern Boulevard Suite 308 Great Neck, New York United States. The company has employees across 1 continents, including North America.

What is Stone Hill Fiduciary Management's official website and social media links?

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Stone Hill Fiduciary Management's official website is stonehillfiduciary.com and has social profiles on LinkedIn.

What is Stone Hill Fiduciary Management's SIC code NAICS code?

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Stone Hill Fiduciary Management's SIC code is 8741 - Management Services NAICS code is 52 - Finance and Insurance.

How many employees does Stone Hill Fiduciary Management have currently?

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As of February 2026, Stone Hill Fiduciary Management has approximately 2 employees across 1 continents, including North America. Key team members include Founder, President: S. M. G.Director Of Fiduciary Services: C. N.Managing Member: S. G.. Explore Stone Hill Fiduciary Management's employee directory with LeadIQ.

What industry does Stone Hill Fiduciary Management belong to?

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Stone Hill Fiduciary Management operates in the Financial Services industry.

What technology does Stone Hill Fiduciary Management use?

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Stone Hill Fiduciary Management's tech stack includes CloudflareMySQLShopifyFont AwesomeCloudflare Bot ManagementGoogle Tag ManagerGoogle AnalyticsjQuery Waypoints.

What is Stone Hill Fiduciary Management's email format?

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Stone Hill Fiduciary Management's email format typically follows the pattern of Last@stonehillfiduciary.com. Find more Stone Hill Fiduciary Management email formats with LeadIQ.

When was Stone Hill Fiduciary Management founded?

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Stone Hill Fiduciary Management was founded in 2012.

Stone Hill Fiduciary Management

Financial ServicesNew York, United States2-10 Employees

Stone Hill Fiduciary Management, LLC is an  independent ERISA fiduciary providing plan investment advisory and plan administration management services to plan sponsors. We enable our clients to delegate to us fiduciary decision-making and plan oversight responsibilities for plan investment and plan administration. We relieve CFOs and HR managers from having to spend valuable time on daily plan management. We have no other business activities and no financial industry affiliations. 

Accordingly, we are a strong fiduciary partner providing plan sponsors with open-architecture solutions that lower costs and facilitate the identification of best-in-class service models and fund line-ups. We uncover embedded fees, conflicts of interest, service incapabilities, and contract limitations inherent in the retirement plan solutions offered by non-fiduciary service providers. Employers need to offer a compelling, best-in-class and cost effective retirement plan benefit giving employees a financial advantage. We represent employers and other plan fiduciaries who value operational excellence and cost containment.

Section iconCompany Overview

Headquarters
1010 Northern Boulevard Suite 308 Great Neck, New York United States
SIC Code
8741 - Management Services
NAICS Code
52 - Finance and Insurance
Founded
2012
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Stone Hill Fiduciary Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Stone Hill Fiduciary Management's revenue is estimated to be in the range of $1M$10M

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