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Building 2VITALSTONE FINANCIAL, LLC

Map pinSHAVANO PARK, TX
Phone(210) 782-9855
NotebookSEC #801-119426
Total AUM
$199.7M
Employees
6
Clients
522

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3009 NAPIER PARK
SHAVANO PARK
TX 78231
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
(210) 782-9855

ReceiptFinancials

Total AUM
$199.7M
Accounts
1,244
Discretionary
$199.7M
Accounts
1,244
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
418
AUM
$31.2M
HNW Individual Clients
97
AUM
$163.5M
Pension/Profit Sharing Plan Clients
2
AUM
$431.3K
Corporation or Business Clients
5
AUM
$4.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
FLNCNETX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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