Be advised. This firm is no longer registered.

Tri-star Financial

Tri-star Financial (CRD# 148450) is a financial advisory firm headquartered in El Segundo, CA. They manage $41,650,362 in 1,001 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    1,001
    ACCOUNTS
  • Average Account Value
    $41,609
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, HI, IL, NJ, NV, NY, OR, TX, VA, WA

Financial Advisors at Tri-star Financial
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.