Vitalstone Financial, LLC

Vitalstone Financial, LLC (CRD# 310485) is a financial advisory firm headquartered in Shavano Park, TX. They manage $199,749,459 in 1,244 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
3009 Napier Park, Shavano Park, TX 78231
https://www.vitalstonefinancial.com
By the Numbers
  • Total Assets Under Management
    200
    MILLION
  • Total Number of Accounts
    1,244
    ACCOUNTS
  • Average Account Value
    $160,570
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, NE, TX

Financial Advisors at Vitalstone Financial, LLC
Showing 1 - 4 of 4 top financial advisors.
1
James Jedrziewski, financial advisor Shavano Park TX
James D. Jedrziewski
CRD#: 5601146
3009 Napier Park, Shavano Park, TX 78231

James Jedrziewski (CRD# 5601146) is an Investment Advisor Representative working at Vitalstone Financial, LLC in Shavano Park, TX and has over 11 years of experience in the finance industry.

2
Kenneth Marriott, financial advisor Shavano Park TX
Kenneth A. Marriott
CRD#: 7021835
3009 Napier Park, Shavano Park, TX 78231

Kenneth Marriott (CRD# 7021835) is an Investment Advisor Representative working at Vitalstone Financial, LLC in Shavano Park, TX and has over 5 years of experience in the finance industry.

3
Christopher McNeil, financial advisor Shavano Park TX
Christopher R. McNeil
CRD#: 6724162
3009 Napier Park, Shavano Park, TX 78231

Christopher McNeil (CRD# 6724162) is an Investment Advisor Representative working at Vitalstone Financial, LLC in Shavano Park, TX and has over 7 years of experience in the finance industry.

4
Jason Odette, financial advisor Shavano Park TX
Jason R. Odette
CRD#: 2691630
3009 Napier Park, Shavano Park, TX 78231

Jason Odette (CRD# 2691630) is an Investment Advisor Representative working at Vitalstone Financial, LLC in Shavano Park, TX and has over 28 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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