HIGHSTONE GROUP

4205 Dover Road
Richmond, Virginia 23221
Tel: 804-285-7010

About HIGHSTONE GROUP

HIGHSTONE GROUP, formally registered with the SEC as HIGHSTONE GROUP. The firm was established in 12/08/2017. They have over 1 offices throughout the country.

HIGHSTONE GROUP is a Richmond, Virginia based Financial Planning firm with nearly $219,303,289 assets under management, offering retirement planning & investment advisory services to 177 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107549
SEC#	801-112136
Assets Managed by Firm	$219,303,289
No. of Clients	177
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	177	$219,303,289
Individuals (other than high net worth individuals)	168	$140,509,645
High net worth individuals	9	$78,793,644

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