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Building 2LODESTAR PRIVATE ASSET MANAGEMENT LLC

Map pinALAMO, CA
Phone925-838-1234
NotebookSEC #801-37511
Total AUM
$1.3B
Employees
7
Clients
549

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3201 DANVILLE BLVD
SUITE 275
ALAMO
CA 94507
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
925-838-1234

ReceiptFinancials

Total AUM
$1.3B
Accounts
1,921
Discretionary
$1.3B
Accounts
1,919
Non-Discretionary
$14.7M
Accounts
2

ContactClients

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Individual Clients
221
AUM
$142M
HNW Individual Clients
323
AUM
$1.2B
Pension/Profit Sharing Plan Clients
2
AUM
$19.1M
Corporation or Business Clients
3
AUM
$16.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACONVNYOKORTXVAVTWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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