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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 25, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JEDRZIEWSKI, JAMES, DUSTIN | I | MANAGING MEMBER | C | Control |
| JEDRZIEWSKI, JAMES, DUSTIN | I | MANAGING MEMBER | C | Control |
| JEDRZIEWSKI, JAMES, DUSTIN | I | MANAGING MEMBER | C | Control |
| JEDRZIEWSKI, JAMES, DUSTIN | I | MANAGING MEMBER | C | Control |
| JEDRZIEWSKI, JAMES, DUSTIN | I | MANAGING MEMBER | C | Control |
| JEDRZIEWSKI, JAMES, DUSTIN | I | MANAGING MEMBER | C | Control |
| JEDRZIEWSKI, JAMES, DUSTIN | I | MANAGING MEMBER | C | Control |
| JEDRZIEWSKI, JAMES, DUSTIN | I | MANAGING MEMBER | C | Control |
| JEDRZIEWSKI, JAMES, DUSTIN | I | MANAGING MEMBER | C | Control |
| JEDRZIEWSKI, JAMES, DUSTIN | I | MANAGING MEMBER | C | Control |
| JEDRZIEWSKI, JAMES, DUSTIN | I | MANAGING MEMBER | C | Control |
| JEDRZIEWSKI, JAMES, DUSTIN | I | MANAGING MEMBER | C | Control |
| McNeil, Christopher, Ryan | I | MANAGING MEMBER | C | Control |
| McNeil, Christopher, Ryan | I | MANAGING MEMBER | C | Control |
| McNeil, Christopher, Ryan | I | MANAGING MEMBER | C | Control |
| McNeil, Christopher, Ryan | I | MANAGING MEMBER | C | Control |
| McNeil, Christopher, Ryan | I | MANAGING MEMBER | C | Control |
| McNeil, Christopher, Ryan | I | MANAGING MEMBER | C | Control |
| McNeil, Christopher, Ryan | I | MANAGING MEMBER | C | Control |
| McNeil, Christopher, Ryan | I | MANAGING MEMBER | C | Control |
| McNeil, Christopher, Ryan | I | MANAGING MEMBER | C | Control |
| McNeil, Christopher, Ryan | I | MANAGING MEMBER | C | Control |
| McNeil, Christopher, Ryan | I | MANAGING MEMBER | C | Control |
| McNeil, Christopher, Ryan | I | MANAGING MEMBER | C | Control |
| ODETTE, JASON, ROBERT | I | CCO, MANAGING MEMBER | C | Control |
| ODETTE, JASON, ROBERT | I | CCO, MANAGING MEMBER | C | Control |
| ODETTE, JASON, ROBERT | I | CCO, MANAGING MEMBER | C | Control |
| ODETTE, JASON, ROBERT | I | CCO, MANAGING MEMBER | C | Control |
| ODETTE, JASON, ROBERT | I | CCO, MANAGING MEMBER | C | Control |
| ODETTE, JASON, ROBERT | I | CCO, MANAGING MEMBER | C | Control |
| ODETTE, JASON, ROBERT | I | CCO, MANAGING MEMBER | C | Control |
| ODETTE, JASON, ROBERT | I | CCO, MANAGING MEMBER | C | Control |
| ODETTE, JASON, ROBERT | I | CCO, MANAGING MEMBER | C | Control |
| ODETTE, JASON, ROBERT | I | CCO, MANAGING MEMBER | C | Control |
| ODETTE, JASON, ROBERT | I | CCO, MANAGING MEMBER | C | Control |
| ODETTE, JASON, ROBERT | I | CCO, MANAGING MEMBER | C | Control |
Registrations
Federal
IA
Oct 25, 2024 REGISTERED
Notice Filings (4)
FL NC NE TX
Address
3009 NAPIER PARKSHAVANO PARK, TX 78231
United States
Phone: (210) 782-9855