1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2HIGHSTONE GROUP

Map pinRICHMOND, VA
Phone804-285-7010
NotebookSEC #801-76810
Total AUM
$76.6M
Employees
3
Clients
0

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
$76.6M
Accounts
664
Discretionary
$2.6M
Accounts
40
Non-Discretionary
$74M
Accounts
624

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ANNUAL % OF INVEST. PORT. THAT FP ADVICE

Shield checkCompliance

Disclosures

None reported

State Registrations
VA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account