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Building 2ASTERA FINANCIAL GROUP, LLC

Map pinCARMEL, CA
Phone(831) 625-5800
NotebookSEC #801-68754
Total AUM
$36M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
126 CLOCK TOWER PLACE
NO. 101
CARMEL
CA 93923
United States
Operating Hours
7:30 A.M. - 4:30 P.M.
Monday - Friday
Phone
(831) 625-5800

ReceiptFinancials

Total AUM
$36M
Accounts
1
Discretionary
$36M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations

None reported

HandshakeAffiliates

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

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