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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-22-1999
- Office Locations
- 1
Office Locations
About Whitestone Capital Management, Inc.
WhiteStone Wealth Management Services provides personalized financial planning and ongoing wealth management for individuals, families, foundations and endowments, with a risk-managed approach aligned to when assets will be spent and sustainable income needs. Serving the San Antonio community, the team supports retirement, tax-efficient and estate/legacy planning and offers real-estate 1031 exchange strategies, including accredited-investor private placements, through its IAS affiliation.
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Accredited Investors
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CRM
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Investment Themes
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Owner & Executives
JOHN NICHOLAS STAMATIS
President
- CRD
- #1862746
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,096,015 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,096,015 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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