Northbrook, IL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Moonstone Asset Management, Inc.
Supported
Firm-wide stats for Moonstone Asset Management, Inc.
About
Moonstone Asset Management serves individual and high‑net‑worth clients as well as corporate retirement plans, providing discretionary asset management alongside financial planning and consulting. The firm charges asset‑based fees billed quarterly in arrears and delivers ongoing portfolio monitoring and reporting through qualified custodians.
Moonstone manages client accounts on a discretionary basis and documents client objectives and risk tolerance to build tailored allocations, using fundamental, technical, and cyclical analysis to guide security selection. Portfolios may include mutual funds, ETFs, equities and fixed income, and—when appropriate—may employ option strategies, margin, short sales or other leveraged instruments; accounts are reviewed at least annually with rebalancing and tax‑loss harvesting considered.
The firm is a small, supported team (four advisors, roughly 68 clients and about $75 million in AUM) with supervised persons who maintain notable outside industry roles and other non‑advisory business interests, including trading and ETF operational experience; those relationships and potential conflicts are disclosed and subject to the firm’s code of ethics and supervision. Moonstone does not participate in wrap programs, does not receive soft‑dollar or external sales compensation, aggregates client trades when appropriate, and provides clients quarterly custodial statements and itemized fee invoices in accordance with state custody rules.
Based on Moonstone Asset Management, Inc.
Expertise
Based on Moonstone Asset Management, Inc.
Location
707 Skokie Boulevard, Suite 520
Northbrook IL 60062-1614
Advisors at this office
3
Advisors at this office
Debra M
Series 65
Northbrook, IL
Moonstone Asset Management, Inc.
Debra Meyer is a Series 65-licensed financial advisor at Moonstone Asset Management, Inc. with eight years at the firm and five years of industry experience overall. Prior to joining Moonstone, she worked at Grubhub for two years. Moonstone Asset Management serves individual and high-net-worth clients as well as corporate retirement plans, providing discretionary asset management alongside financial planning and consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to build tailored portfolios that may include mutual funds, ETFs, equities, fixed income, and, when appropriate, option strategies and other leveraged instruments.
Bradley P
Series 63, Series 65
Northbrook, IL
Moonstone Asset Management, Inc.
Bradley Price is a financial advisor at Moonstone Asset Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at DH2, Inc. for over 27 years, where he serves as director of trading and operations, managing trades, cash, and back office support for a family office. Moonstone Asset Management serves individual and high-net-worth clients as well as corporate retirement plans, offering discretionary asset management along with financial planning and consulting. The firm uses a range of investment strategies and conducts regular portfolio reviews to align allocations with client objectives and risk tolerance.
Karen N
Series 63, Series 65
Northbrook, IL
Moonstone Asset Management, Inc.
Karen Natkin is a financial advisor at Moonstone Asset Management, Inc. with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Moonstone since 2008. Moonstone Asset Management serves individual and high-net-worth clients as well as corporate retirement plans, providing discretionary asset management alongside financial planning and consulting. The firm uses fundamental, technical, and cyclical analysis to guide security selection and manages tailored portfolios that may include a variety of investment instruments.
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