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Building 2LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC

Map pinLUBBOCK, TX
Phone866-785-5350
NotebookSEC #801-128569
Total AUM
$274M
Employees
11
Clients
992

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10210 FRANKFORD AVE
SUITE 220
LUBBOCK
TX 79424
United States
Operating Hours
BY APPOINTMENT ONLY
TUESDAY AND THURSDAY
Phone
866-785-5350
Other Offices
10

ReceiptFinancials

Total AUM
$274M
Accounts
991
Discretionary
$274M
Accounts
991
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
945
AUM
$175.9M
HNW Individual Clients
46
AUM
$94.8M
Charitable Organization Clients
1
AUM
$3.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial Planning
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGANHNMOHOKTXVA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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