Five Stone Capital, LLC
Five Stone Capital, LLC (CRD# 133190) is a financial advisory firm headquartered in , . They manage $4,140,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Five Stone Capital, LLC
By the Numbers
-
Total Assets Under Management4MILLION
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Total Number of Accounts3ACCOUNTS
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Average Account Value$1,380,000
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Five Stone Capital, LLC
1
Qiuwen Xia (CRD# 4958716) is an Investment Advisor Representative working at Five Stone Capital, LLC in Fremont, CA and has over 18 years of experience in the finance industry.
2
Xianzhong Zhu (CRD# 4958715) is an Investment Advisor Representative working at Five Stone Capital, LLC in Fremont, CA and has over 18 years of experience in the finance industry.
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