10 Star Asset Management

10 Star Asset Management (CRD# 145873) is a financial advisory firm headquartered in Carlsbad, CA. They manage $25,700,000 in 90 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $285,556
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at 10 Star Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Tamara L. Herrera
CRD#: 5908071
5760 Fleet Street, Suite 120, Carlsbad, CA 92008
93
Wealthminder
score

Tamara Herrera (CRD# 5908071) is an Investment Advisor Representative working at 10 Star Asset Management in Carlsbad, CA and has over 6 years of experience in the finance industry.

2
Raymond S. Morgosh
CRD#: 1359518
5800 Armada Drive, Suite 110, Carlsbad, CA 92008
93
Wealthminder
score

Raymond Morgosh (CRD# 1359518) is an Investment Advisor Representative working at 10 Star Asset Management in Carlsbad, CA and has over 31 years of experience in the finance industry.

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