VITALSTONE FINANCIAL, LLC
CRD #310485 SEC #801-119426 SHAVANO PARK, TX (210) 782-9855
SEC Registered
Total AUM
$199.7M
Discretionary
$199.7M
Employees
6
Clients
251
Accounts
1,244
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2024 | $199.7M | $199.7M | $0 | 6 | 0 |
| Feb 2024 | $199.7M | $199.7M | $0 | 6 | 0 |
| Jan 2023 | $184.6M | $184.6M | $0 | 6 | 0 |
| Mar 2022 | $152.9M | $152.9M | $0 | 7 | 0 |
| Oct 2021 | $189.3M | $189.3M | $0 | 6 | 0 |
| Oct 2021 | $189.3M | $189.3M | $0 | 6 | 0 |
| Feb 2021 | $189.3M | $189.3M | $0 | 6 | 0 |
| Dec 2020 | $127.9M | $127.9M | $0 | 6 | 0 |
| Oct 2020 | $0 | $0 | $0 | 6 | 0 |
| Aug 2020 | $0 | $0 | $0 | 6 | 0 |
| Aug 2020 | $0 | $0 | $0 | 6 | 0 |
DateOct 2024
Total AUM$199.7M
Discretionary$199.7M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$199.7M
Discretionary$199.7M
Non-Disc.$0
Employees6
Clients0
DateJan 2023
Total AUM$184.6M
Discretionary$184.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$152.9M
Discretionary$152.9M
Non-Disc.$0
Employees7
Clients0
DateOct 2021
Total AUM$189.3M
Discretionary$189.3M
Non-Disc.$0
Employees6
Clients0
DateOct 2021
Total AUM$189.3M
Discretionary$189.3M
Non-Disc.$0
Employees6
Clients0
DateFeb 2021
Total AUM$189.3M
Discretionary$189.3M
Non-Disc.$0
Employees6
Clients0
DateDec 2020
Total AUM$127.9M
Discretionary$127.9M
Non-Disc.$0
Employees6
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0