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Highstone Group

Headquartered in RICHMOND, VA

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Firm Information

Highstone Group is an investment advisor located in Richmond, VA, with approximately $219,303,289 in regulatory assets under management. They primarily serve individuals and offer financial planning and portfolio management services. The firm has 3 licensed agents and 3 investment advisor representatives. They are registered with the SEC under the number 801-112136.

Highstone Group

4205 DOVER ROAD

RICHMOND, VA 23221

$219.30M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

HIGHSTONE GROUP has a total of 1 branch locations across the country.
location

RICHMOND, VA

Advisors at Highstone Group

View All 3 Advisors
Unclaimed
Justin Parker Hochstein

RA

RICHMOND, VA

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Unclaimed
Ronald John Hochstein

CFP®, CFC®, RA

RICHMOND, VA

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Unclaimed
Amy Hochstein Clark

CFP®, CFC®, RA

RICHMOND, VA

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Disclosures

There are no public disclosures for Highstone Group.

Frequently Asked Questions (5)

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