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Julie Breitfuss

ASTERA FINANCIAL GROUP, LLC·CARMEL, California
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126 CLOCK TOWER PLACE, CARMEL, CA 93923CRD# 5504671Firm CRD# 144850
01

About

Julie Breitfuss is a registered financial advisor based in CARMEL, California, affiliated with ASTERA FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ASTERA FINANCIAL GROUP, LLC
ASTERA FINANCIAL GROUP, LLC
AUM
$36M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ASTERA FINANCIAL GROUP, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5504671
Firm CRD# 144850
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julie Breitfuss offer?
Julie Breitfuss specializes in Retirement Planning. Contact their office in CARMEL, California for a consultation.
What are Julie Breitfuss's credentials?
Julie Breitfuss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Breitfuss located?
Julie Breitfuss is based in CARMEL, California, working with ASTERA FINANCIAL GROUP, LLC. Their office serves clients in the CARMEL metropolitan area and surrounding communities.
How does Julie Breitfuss charge for services?
Julie Breitfuss's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASTERA FINANCIAL GROUP, LLC?
ASTERA FINANCIAL GROUP, LLC has approximately 6 employees and manages $36M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CARMEL
Peter Lindsay Neumeier — NEUMEIER POMA INVESTMENT COUNSEL LLCBrian David Poma — NEUMEIER POMA INVESTMENT COUNSEL LLCHoward Carl Given — GIVEN CAPITAL MANAGEMENT, LLCCurt Alan Breitfuss — ASTERA FINANCIAL GROUP, LLCDonna Hagerty — NEUMEIER POMA INVESTMENT COUNSEL LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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