ASTERA FINANCIAL GROUP, LLC

CARMEL, California·4 registered advisors·CRD# 144850
SEC# 801-68754(831) 625-5800
01

Firm Overview

AUM
$36M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at ASTERA FINANCIAL GROUP, LLC

4 registered advisors
Brian Thomas Corley
CARMEL, California
Curt Alan Breitfuss
CARMEL, California
Daniel Justin Grover
CARMEL, California
CFP
Ross Christopher Michael Gaudoin
CARMEL, California
05

Office Locations

CARMEL, California
4 advisors

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Data sourced from SEC Form ADV filings. ASTERA FINANCIAL GROUP, LLC (CRD# 144850) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.