Gold Star Asset Management, LLC

RIAState Registered
Total AUM
$1.4M
Discretionary
$0
0% of AUM
Avg account
$127K
Accounts
11
Employees
1
Advisory reps
1

Firm details

Headquarters
Westbury, New York
CRD number
283789
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Gold Star Asset Management, LLC is an independent registered advisory firm organized as an LLC and owned by an individual principal. The firm concentrates on portfolio management for individual and family clients and small businesses. It charges a mix of percentage-of-AUM fees and performance-based fees, and it does not operate as a capital allocator to external managers. State registration is listed in California and New York. The adviser does not report active SEC registration.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 80%, Exchange Traded Equities 10%, Cash & Cash Equivalents 10%80%
  • Public Funds/Mutual Funds80%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents10%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Westbury, NY

Nassau

Location

Westbury, NY

Headquartered in Westbury, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Nassau
Address
1025 Old Country Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth