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Building 2KINGSTONE CAPITAL PARTNERS TEXAS, LLC

Map pinFRISCO, TX
Phone8663611600
NotebookSEC #801-119503
Total AUM
$182.3M
Employees
8
Clients
192

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6160 WARREN PARKWAY
SUITE 100
FRISCO
TX 75034
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
8663611600
Other Offices
3

ReceiptFinancials

Total AUM
$182.3M
Accounts
479
Discretionary
$182.3M
Accounts
479
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
150
AUM
$58.1M
HNW Individual Clients
37
AUM
$122.7M
Corporation or Business Clients
5
AUM
$1.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOMNNHTXWAWI

HandshakeAffiliates

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

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