VITALSTONE FINANCIAL, LLC

SHAVANO PARK, Texas·3 registered advisors·CRD# 310485
SEC# 801-1194260(210) 782-9855
01

Firm Overview

AUM
$200M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at VITALSTONE FINANCIAL, LLC

3 registered advisors
Christopher Ryan Mcneil
SHAVANO PARK, Texas
James Dustin Jedrziewski
SHAVANO PARK, Texas
Jason Robert Odette
SHAVANO PARK, Texas
05

Office Locations

SHAVANO PARK, Texas
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. VITALSTONE FINANCIAL, LLC (CRD# 310485) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.