Overview
Assets Under Management: $147 million
Headquarters: BOULDER, CO
High-Net-Worth Clients: 56
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.92
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 268
Discretionary Accounts: 189
Non-Discretionary Accounts: 79
Regulatory Filings
CRD Number: 116447
Last Filing Date: 2024-03-25 00:00:00
Website: https://cstoneinvest.com