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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-22-1993
- Office Locations
- 1
Office Locations
About Highstone Group
Highstone Group (dba Comprehensive Financial Planning Corporation, an SEC-registered RIA) provides comprehensive financial planning and investment advice for retail clients, often working with families across generations. The firm supports retirement and estate planning, along with tax and insurance guidance, and builds portfolios commonly using ETFs and mutual funds for asset allocation. Securities are offered through Silver Oak Securities (FINRA/SIPC).
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
RONALD JOHN HOCHSTEIN
Chief Financial Officer, President
- CRD
- #871881
- Ownership
- 75% or more
AMY HOCHSTEIN CLARK
Secretary, TREASURER
- CRD
- #2718929
- Ownership
- Less than 5%
Vertex prime
Timber catalyst
- CRD
- #81257
- Ownership
- 31.4%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $263,885,687 | $313,776 |
| Total | $263,885,687 | $313,776 |
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Separately Managed Accounts
Total SMA Asset: $263,885,687
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $878,489,153 | 35.2% |
| Other | $1,270,315,280 | 50.9% |
| Cash | $346,903,387 | 13.9% |
| Total | $2,495,707,820 | 100.0% |