Overview
Assets Under Management: $440 million
Headquarters: NORTHGLENN, CO
High-Net-Worth Clients: 38
Average Client Assets: $2.4 million
Frequently Asked Questions
WEATHERSTONE CAPITAL MANAGEMENT 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 #109490), WEATHERSTONE CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
WEATHERSTONE CAPITAL MANAGEMENT is headquartered in NORTHGLENN, CO.
WEATHERSTONE CAPITAL MANAGEMENT serves 38 high-net-worth clients according to their SEC filing dated March 23, 2018. View client details ↓
According to their SEC Form ADV, WEATHERSTONE CAPITAL MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
WEATHERSTONE CAPITAL MANAGEMENT manages $440 million in client assets according to their SEC filing dated March 23, 2018.
According to their SEC Form ADV, WEATHERSTONE CAPITAL MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.41%
Average Client Assets: $2.4 million
Total Client Accounts: 2,297
Discretionary Accounts: 2,276
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 109490
Filing ID: 1161472
Last Filing Date: 2018-03-23 12:22:00