6160 Warren Parkway
Suite 100
Frisco, Texas 75034
Tel: 8663611600
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 $145,300,092 assets under management, offering retirement planning & investment advisory services to 463 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 281593 |
SEC# | 801-119503 |
Assets Managed by Firm | $145,300,092 |
No. of Clients | 463 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 463 | $145,300,092 |
Individuals (other than high net worth individuals) | 190 | $30,614,919 |
High net worth individuals | 65 | $68,821,038 |
Corporations or other businesses | 11 | $45,864,135 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$749,622,475,396 | 1153 | 1166 | |
$298,729,428,900 | 360116 | 4065 | |
$151,257,095,924 | 2923 | 481 | |
$141,927,200,000 | 158 | 1036 | |
$118,041,119,970 | 827 | 319 |
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