Whitestone Capital Management, Inc.

Whitestone Capital Management, Inc. (CRD# 120468) is a financial advisory firm headquartered in Avon, OH. They manage $6,400,134 in 23 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
P.o. Box 175, Avon, OH 44011
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $278,267
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Whitestone Capital Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
John Stamatis, financial advisor Avon OH
John N. Stamatis
CRD#: 1862746
Avon, OH

John Stamatis (CRD# 1862746) is an Investment Advisor Representative working at Whitestone Capital Management, Inc. in Avon, OH and has over 35 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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