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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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