Overview
Assets Under Management: $200 million
Headquarters: SHAVANO PARK, TX
High-Net-Worth Clients: 97
Average Client Assets: $1.7 million
Frequently Asked Questions
VITALSTONE FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310485), VITALSTONE FINANCIAL, LLC is subject to fiduciary duty under federal law.
VITALSTONE FINANCIAL, LLC is headquartered in SHAVANO PARK, TX.
VITALSTONE FINANCIAL, LLC serves 97 high-net-worth clients according to their SEC filing dated October 25, 2024. View client details ↓
According to their SEC Form ADV, VITALSTONE FINANCIAL, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
VITALSTONE FINANCIAL, LLC manages $200 million in client assets according to their SEC filing dated October 25, 2024.
According to their SEC Form ADV, VITALSTONE FINANCIAL, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 97
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.85%
Average Client Assets: $1.7 million
Total Client Accounts: 1,244
Discretionary Accounts: 1,244
Regulatory Filings
CRD Number: 310485
Filing ID: 1909497
Last Filing Date: 2024-10-25 13:28:00