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Home > Retirement Planners > texas > frisco > KINGSTONE CAPITAL PARTNERS TEXAS, LLC
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
6160 Warren Parkway
Suite 100
Frisco, Texas 75034
Tel: 8663611600
About KINGSTONE CAPITAL PARTNERS TEXAS, LLC
KINGSTONE CAPITAL PARTNERS TEXAS, LLC, formally registered with the SEC as KINGSTONE CAPITAL PARTNERS TEXAS, LLC. The firm was established in 09/22/2020. They have over 4 offices throughout the country.
KINGSTONE CAPITAL PARTNERS TEXAS, LLC is a Frisco, Texas based Financial Planning firm with nearly $125,479,616 assets under management, offering retirement planning & investment advisory services to 462 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 281593 |
| SEC# | 801-119503 |
| Assets Managed by Firm | $125,479,616 |
| No. of Clients | 462 |
| No. of Advisors | 10 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 462 | $125,479,616 |
| Individuals (other than high net worth individuals) | 185 | $36,126,416 |
| High net worth individuals | 28 | $52,198,536 |
| Corporations or other businesses | 4 | $37,154,664 |
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