VITALSTONE FINANCIAL, LLC

VITALSTONE FINANCIAL, LLC of SHAVANO PARK, TX is an SEC-registered investment adviser (CRD 310485). Regulatory assets under management: $199.7M.

Registration

• CRD: 310485
• SEC file number: 801-119426
• Type: Registered investment adviser
• Location: 3009 NAPIER PARK, SHAVANO PARK, TX, 78231
• Phone: (210) 782-9855
• Latest filing: 2024-10-25
• Regulatory AUM: $199.7M
• Discretionary AUM: $199.7M
• Clients: 6
• Accounts: 1,244

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
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• CRD 310485 on SEC IAPD (source of record)
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