Ledgestone Capital Management, LLC
Ledgestone Capital Management, LLC (CRD# 168876) is a financial advisory firm headquartered in Springfield, MO. They manage $15,432,968 in 41 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management15MILLION
Total Number of Accounts41ACCOUNTS
Average Account Value$376,414
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Greg Snider (CRD# 5494772) is the founder of Ledgestone Capital Management, LLC. LCM is an independent and privately owned Registered Investment Advisor (RIA). LCM provides fee-only investment management services to a select group of families and businesses.
Chad Samuel (CRD# 4328858) is an Investment Advisor Representative working at Ledgestone Capital Management, LLC in Springfield, MO and has over 17 years of experience in the finance industry.