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Building 2PARKSTONE WEALTH MANAGEMENT, LLC

Map pinARLINGTON, TX
Phone817-962-0068
NotebookSEC #801-78430
Total AUM
$210.6M
Employees
3
Clients
22

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1000 BALLPARK WAY
SUITE 302
ARLINGTON
TX 76011
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
817-962-0068

ReceiptFinancials

Total AUM
$210.6M
Accounts
87
Discretionary
$210.6M
Accounts
87
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
6
AUM
$1.8M
HNW Individual Clients
15
AUM
$187.9M
Charitable Organization Clients
1
AUM
$20.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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

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