Whitestone Capital Management, Inc.

Whitestone Capital Management, Inc. (CRD# 120468) is a financial advisory firm headquartered in Avon, OH. They manage $1,629,571 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $135,798
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Whitestone Capital Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
John N. Stamatis
CRD#: 1862746
Avon, OH
93
Wealthminder
score

John Stamatis (CRD# 1862746) is an Investment Advisor Representative working at Whitestone Capital Management, Inc. in Avon, OH and has over 28 years of experience in the finance industry.

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