WHITESTONE GLOBAL PARTNERS

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
JUPITER, Florida
CRD number
152167
Fee structure
Other

Firm profile

FINTRX

Overview

Whitestone Global Partners is organized as a corporation with individual ownership and is categorized as an unclassified advisory entity. Public records list its fee structure as "Other" and identify it as not actively pursuing ESG investing. The firm is not flagged as a multi-state adviser, pension consultant, related adviser, or a capital allocator. There is no disclosed information about its specific advisory activities, target client segments, or manager allocation preferences. The available descriptors suggest a small, nonstandard advisory setup rather than a traditional RIA with a broad retail client base.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • CHRISTOPHER CAMPBELL

    PartnerCRD 3119816

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

JUPITER, FL

PALM BEACH

Location

JUPITER, FL

Headquartered in JUPITER, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
110 Front St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth