Lodestone Capital Solutions LLC

Lodestone Capital Solutions LLC (CRD# 156520) is a financial advisory firm headquartered in Stanton, CA. They manage $1,800,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
10330 Beach Blvd, Suite F, Stanton, CA 90680
http://www.lodestonecapital.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $257,143
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Lodestone Capital Solutions LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Lu, financial advisor Torrance CA
David C. Lu
CRD#: 4615992
Torrance, CA

David Lu (CRD# 4615992) is an Investment Advisor Representative working at Lodestone Capital Solutions LLC in Torrance, CA and has over 21 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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