Overview
Assets Under Management: $218 million
Headquarters: TOPEKA, KS
High-Net-Worth Clients: 76
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.94
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,099
Discretionary Accounts: 927
Non-Discretionary Accounts: 172
Regulatory Filings
CRD Number: 114510
Last Filing Date: 2024-03-22 00:00:00
Website: https://cstonegroup.com