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ALPHASTAR CAPITAL MANAGEMENT
CORNELIUS, NC
855-340-2514
SEC #801-72361Total AUM
$2.5B
Employees
150Clients
8,525Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
19520 WEST CATAWBA AVENUE
SUITE 112
CORNELIUS
NC 28031
United States
SUITE 112
CORNELIUS
NC 28031
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Monday - Friday
Phone
855-340-2514
Other Offices
86
Financials
Total AUM
$2.5B
Accounts
15,795Discretionary
$2.5B
Accounts
15,777Non-Discretionary
$1.4M
Accounts
18
Clients
Individual Clients
8,051AUM
$1.4B
HNW Individual Clients
415AUM
$790.6M
Pension/Profit Sharing Plan Clients
20AUM
$48.5M
Charitable Organization Clients
13AUM
$3.8M
Investment Advisor Clients
5AUM
$200.8M
Corporation or Business Clients
21AUM
$8.8M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
SUB-ADVISORY SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Civil Proceeding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.