Lodestar Private Asset Management LLC
Legal Name: LODESTAR PRIVATE ASSET MANAGEMENT LLC
Full Contact Details
Lodestar Private Asset Management LLC
3201 DANVILLE BLVD, SUITE 275, ALAMO, CA
925-838-1234
925-838-1964
Other Info
Lodestar Private Asset Management LLC, a California Limited Liability Company, has been approved by the U.S. Securities and Exchange Commission since October 11, 1990. With 8 employees, including 6 in advisory roles, the number of clients the firm serves is currently unknown.
Home - Lodestar Asset Management
We are an independent, fee-only financial planning & wealth management firm based in Alamo, California, servicing clients in the Bay Area and beyond.
Direct Owners
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GRAY FINANCIAL GROUP
OWNER owns more than 25% but less than 50%
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JURADO FINANCIAL
OWNER owns more than 10% but less than 25%
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KEVIN LEVERNE GRAY
PRINCIPAL owns less than 5%
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MANLEY GROUP, INC.
OWNER owns more than 25% but less than 50%
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RANDALL LEWIS MANLEY
PRINCIPAL, CHIEF COMPLIANCE OFFICER owns less than 5%
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SCOTT CAMERON MILLER
OWNER, PRINCIPAL owns more than 10% but less than 25%
Indirect Owners
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ANTHONY JOHN JURADO
OWNER owns 75% or more
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KEVIN LEVERNE GRAY
OWNER owns 75% or more
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RANDALL LEWIS MANLEY
OWNER owns 75% or more