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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 $145,300,092 assets under management, offering retirement planning & investment advisory services to 463 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| 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 |
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