Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > dallas > NEWSTONE CAPITAL PARTNERS, LLC
NEWSTONE CAPITAL PARTNERS, LLC
3963 Maple Avenue
Suite 100
Dallas, Texas 75219
Tel: 214-753-4300
About NEWSTONE CAPITAL PARTNERS, LLC
NEWSTONE CAPITAL PARTNERS, LLC, formally registered with the SEC as NEWSTONE CAPITAL PARTNERS, LLC. The firm was established in 03/15/2012. They have over 1 offices throughout the country.
NEWSTONE CAPITAL PARTNERS, LLC is a Dallas, Texas based Financial Planning firm with nearly $1,086,934,000 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 161068 |
| SEC# | 801-73667 |
| Assets Managed by Firm | $1,086,934,000 |
| No. of Clients | 6 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6 | $1,086,934,000 |
More Retirement Planning firms in Dallas, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
Explore More Retirement Advisors in Dallas, Texas