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Building 2HIGHSTONE GROUP

Map pinRICHMOND, VA
Phone804-285-7010
NotebookSEC #801-112136
Total AUM
$263.9M
Employees
4
Clients
174

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4205 DOVER ROAD
RICHMOND
VA 23221
United States
Operating Hours
8:30 AM TO 6:00 PM
Monday - Friday
Phone
804-285-7010

ReceiptFinancials

Total AUM
$263.9M
Accounts
841
Discretionary
$0
Accounts
0
Non-Discretionary
$263.9M
Accounts
841

ContactClients

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Individual Clients
160
AUM
$145.6M
HNW Individual Clients
14
AUM
$118.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MDVA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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