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LODESTAR PRIVATE ASSET MANAGEMENT LLC
LODESTAR PRIVATE ASSET MANAGEMENT LLC
ALAMO, California
·
7 registered advisors
·
CRD# 107638
SEC# 801-37511
0
925-838-1234
01
Firm Overview
AUM
$980M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at LODESTAR PRIVATE ASSET MANAGEMENT LLC
7 registered advisors
Anthony John Jurado
ALAMO, California
CRD# 4065793
Bryan Patrick Hasling
ALAMO, California
CRD# 6360031
Joseph Webster Harrison
ALAMO, California
CRD# 4461940
Kevin Leverne Gray
ALAMO, California
CRD# 2176604
Randall Lewis Manley
ALAMO, California
CRD# 1142277
Scott Cameron Miller
ALAMO, California
CRD# 1330872
Stephan Alan Werth
ALAMO, California
CRD# 4137958
05
Office Locations
ALAMO, California
7 advisors
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Data sourced from SEC Form ADV filings. LODESTAR PRIVATE ASSET MANAGEMENT LLC (CRD# 107638) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.