Weatherstone Capital Management
Weatherstone Capital Management (CRD# 109490) is a financial advisory firm headquartered in Northglenn, CO. They manage $446,870,783 in 2,668 accounts and serve the financial needs of clients across 37 states (or territories).
Total Assets Under Management447MILLION
Total Number of Accounts2,668ACCOUNTS
Average Account Value$167,493
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
Linda Penfold (CRD# 4196894) is an Investment Advisor Representative working at Weatherstone Capital Management in Northglenn, CO and has over 12 years of experience in the finance industry.
Michael Ball (CRD# 1915309) is an Investment Advisor Representative working at Weatherstone Capital Management in Denver, CO and has over 24 years of experience in the finance industry.