Lodestar Private Asset Management LLC

Lodestar Private Asset Management LLC (CRD# 107638) is a financial advisory firm headquartered in Alamo, CA. They manage $979,734,948 in 1,687 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
3201 Danville Blvd, Suite 275, Alamo, CA 94507
https://www.lodestarpam.com
By the Numbers
  • Total Assets Under Management
    980
    MILLION
  • Total Number of Accounts
    1,687
    ACCOUNTS
  • Average Account Value
    $580,756
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, NV, NY, OR, TX, VT, WA

Financial Advisors at Lodestar Private Asset Management LLC
Showing 1 - 5 of 5 top financial advisors.
1
Kevin Gray, financial advisor Alamo CA
Kevin L. Gray
CRD#: 2176604
3201 Danville Blvd, Ste. 275, Alamo, CA 94507

Kevin Gray (CRD# 2176604) is an Investment Advisor Representative working at Lodestar Private Asset Management LLC in Alamo, CA and has over 32 years of experience in the finance industry.

2
Joseph Harrison, financial advisor Alamo CA
Joseph W. Harrison
CRD#: 4461940
3201 Danville Blvd, Suite 275, Alamo, CA 94507

Joseph Harrison (CRD# 4461940) is an Investment Advisor Representative working at Lodestar Private Asset Management LLC in Alamo, CA and has over 13 years of experience in the finance industry.

3
Anthony Jurado, financial advisor Alamo CA
Anthony J. Jurado
CRD#: 4065793
3201 Danville Blvd, Suite 275, Alamo, CA 94507

Anthony Jurado (CRD# 4065793) is an Investment Advisor Representative working at Lodestar Private Asset Management LLC in Alamo, CA and has over 23 years of experience in the finance industry.

4
Jason McCoy, financial advisor Alamo CA
Jason R. McCoy
CRD#: 5908144
3201 Danville Blvd, Suite 275, Alamo, CA 94507

Jason McCoy (CRD# 5908144) is an Investment Advisor Representative working at Lodestar Private Asset Management LLC in Alamo, CA and has over 12 years of experience in the finance industry.

5
Anthony Smith, financial advisor Alamo CA
Anthony J. Smith
CRD#: 6983931
3201 Danville Blvd, Suite 275, Alamo, CA 94507

Anthony Smith (CRD# 6983931) is an Investment Advisor Representative working at Lodestar Private Asset Management LLC in Alamo, CA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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