Feedback
Share
Link
Link copied!
Fund Codex
Firestone Capital Management Inc
Find a fund
Explore
Search
Fund Codex
More
About Fund Codex
Copyright © 2022 FundCodex.com and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

Firestone Capital Management Inc Share
Link
Link copied!

Table of Contents
Map Loading...
Overview Share
Link
Link copied!
Back to Top
Coral Gables, Florida
$543.8 million AUM
1 office

Firestone Capital Management Inc is based in Coral Gables, Florida and has $543.8 million in assets under management.

Location
1501 Venera Avenue
Suite 310
Coral Gables, FL 33146
$543.8 million
AUM
8
Employees
AUM Share
Link
Link copied!
Back to Top
$543,800,000
Assets under management
1,086 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 153 $48,800,000 9% $318,954
High net worth individuals 163 $487,700,000 90% $2,992,025
Pension and profit sharing plans Fewer than 5 clients $2,200,000
Charitable organizations Fewer than 5 clients $3,000,000
Other corporations or businesses Fewer than 5 clients $2,100,000
Employees Share
Link
Link copied!
Back to Top
8
Employees
6
Investment analysts
75% of total employees
AUM per employee Share
Link
Link copied!
Back to Top
$543,800,000
Assets under management
$67,975,000
AUM per employee
$90,633,333
AUM per investment analyst
About Share
Link
Link copied!
Back to Top
Compensation

Firestone Capital Management Inc makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Firestone Capital Management Inc provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Firm data Share
Link
Link copied!
CRD number 106,366
SEC number 801-40397
Legal structure Corporation
Legal governance Florida, United States
Latest ADV filing date March 19, 2020

More Funds

See all...
Volery Capital Management, LLC
Fund: Under $1 billion
Cambiar Management LLC
Fund: Under $1 billion
Madison Advisory Group, Inc.
Fund: Under $1 billion
Sabre Fund Management Limited
Fund: Under $1 billion
Victoria Capital Partners
Fund: Under $1 billion
Hashdex Asset Management LTD
Fund: Under $1 billion
Signal Securities, Inc.
Fund: $440,400,327
Avalor Investment AG
Fund: $1,717,498,720
Deyoe Wealth Management, Inc.
Fund: $252,820,000

All of Fund Codex

See all...

Similar Funds to Firestone Capital Management Inc

See all...
Freestone Capital Management, LLC
Fund: $5,401,931,749
Milestone Wealth
Fund: $113,162,243
Milestone Asset Management Co., LTD
Fund: Under $1 billion
Fierston Financial Group Inc
Fund: $713,593,415
Milestone Partners
Fund: $478,008,083
Milestone Capital Advisors Limited
Fund: Under $1 billion