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WEATHERSTONE CAPITAL MANAGEMENT
NORTHGLENN, CO
303-452-4374
SEC #801-57263Total AUM
$384.9M
Employees
11Clients
1,371Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
11152 HURON STREET
SUITE 105
NORTHGLENN
CO 80234
United States
SUITE 105
NORTHGLENN
CO 80234
United States
Operating Hours
7:30 TO 5:00
Monday - Friday
Monday - Friday
Phone
303-452-4374
Financials
Total AUM
$384.9M
Accounts
2,064Discretionary
$384M
Accounts
2,043Non-Discretionary
$841.4K
Accounts
21
Clients
Individual Clients
1,322AUM
$299M
HNW Individual Clients
41AUM
$85.8M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
SUB-ADVISORY SERVICES
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
SUB-ADVISORY FEES
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.