Lodestar Asset Management LLC
RIAState Registered
Total AUM
$3.7M
Discretionary
$0
0% of AUM
Avg account
$286K
Accounts
13
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 157419
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lodestar Asset Management LLC is an independent, individually owned registered investment adviser organized as an LLC that focuses on serving individuals, families and small businesses. Its advisory work centers on portfolio management rather than institutional consulting or fund-of-funds allocation. The firm charges clients based on a percentage of assets under management and may also bill hourly for certain services. Lodestar does not identify as an active ESG investor and is not structured as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- Cash & Cash Equivalents20%
- Public Funds/Mutual Funds17%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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