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Truststone Wealth Partners
Truststone Wealth Partners, LLC is a state-registered investment adviser in Chapel Hill, NC. The firm manages approximately $12 million in regulatory assets.
Overview
Truststone Wealth Partners, LLC is a state-registered investment adviser in Chapel Hill, NC. The firm manages approximately $12 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Chapel Hill, NC
Frequently asked questions
Does Truststone Wealth Partners manage proprietary investment products?
No, the firm operates as an independent RIA and does not manufacture its own proprietary funds. Truststone constructs client portfolios using third-party exchange-traded funds, mutual funds, and separately managed account platforms. This eliminates the conflicts of interest associated with selling in-house products.
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