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PARKSTONE WEALTH MANAGEMENT, LLC
1000 Ballpark Way
Suite 302
Arlington, Texas 76011
Tel: 817-962-0068
About PARKSTONE WEALTH MANAGEMENT, LLC
PARKSTONE WEALTH MANAGEMENT, LLC, formally registered with the SEC as PARKSTONE WEALTH MANAGEMENT, LLC. The firm was established in 08/09/2013. They have over 1 offices throughout the country.
PARKSTONE WEALTH MANAGEMENT, LLC is a Arlington, Texas based Financial Planning firm with nearly $178,000,551 assets under management, offering retirement planning & investment advisory services to 78 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168253 |
| SEC# | 801-78430 |
| Assets Managed by Firm | $178,000,551 |
| No. of Clients | 78 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 78 | $178,000,551 |
| Individuals (other than high net worth individuals) | 8 | $4,621,649 |
| High net worth individuals | 10 | $160,181,959 |
| Charitable organizations | 1 | $13,196,943 |
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