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Vitalstone Financial, Llc
Shavano Park, Texas
5.0
5 Reviews
Vitalstone Financial, LLC is a reputable investment advisory firm located in Shavano Park, TX. With over 370 individual clients and an impressive $184,586,000 in assets under management, they have established themselves as a trusted partner for their clients' financial needs. Specializing in managing discretionary assets, Vitalstone Financial caters primarily to high-net-worth individuals.
The firm operates from a single office and boasts a team of six dedicated employees, four of whom provide expert investment advisory services. With an average of $46,150,000 in assets under management per investment advisor, Vitalstone Financia...see more
Assets Under Mgmt
$184.59M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Disclosures
- Found to have been involved in a violation of self-regulatory organizations rules
Reviews for Vitalstone Financial, Llc
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