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LODESTAR PRIVATE ASSET MANAGEMENT LLC

Tel: 925-838-1234
3201 Danville Blvd
Suite 275
Alamo, California  94507

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LODESTAR PRIVATE ASSET MANAGEMENT LLC

LODESTAR PRIVATE ASSET MANAGEMENT LLC is a Alamo, California based financial advisory firm with nearly $979,734,948 in assets under management and provides investment advisory services for 1687 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

107638

SEC#:

801-37511

No. of Clients:

1687

Assets under Management

$979,734,948

No. of Advisors:

8

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