ANKERSTAR WEALTH, LLC

ROUND ROCK, Texas·1 registered advisor·CRD# 170819
SEC# 801-1317820512-614-0085
01

Firm Overview

AUM
$110M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ANKERSTAR WEALTH, LLC

1 registered advisor
Steven E Ankerstar
ROUND ROCK, Texas
05

Office Locations

ROUND ROCK, Texas
1 advisor

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Data sourced from SEC Form ADV filings. ANKERSTAR WEALTH, LLC (CRD# 170819) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.