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WHITESTONE CAPITAL MANAGEMENT LLC
CRD 315646
110 E MARKET ST, NEW ALBANY, IN, 47150, United States
Phone
812-697-1537
Fax
8129493269
Registration
— (—)
Source
State registered
Total AUM
$11.8M
Discretionary AUM
$11.8M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 173 | $11.8M |
All web addresses on file
Official SEC filing: View on IAPD