Amanda
Albright

Lodestar Private Asset Management LLC

CRD#7404524
Investment Advisor
in Alamo, CA

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About this Advisor

Amanda Albright is a financial advisor based in Alamo, California, working with Lodestar Private Asset Management LLC. Amanda has previously held positions at Brooklyn Fi, LLC, Hoylecohen, R.M. Davis, Macpage, Hampton Inn, Full-Time Education, and Lodestar Private Asset Management. Amanda is registered to provide services in Arizona, California, Oregon, Texas, Vermont, and Washington. Currently, Amanda is part of Lodestar Private Asset Management LLC, which operates out of Alamo, California. The firm has 8 employees and manages assets totaling $979.7 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Lodestar Private Asset Management LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3201 Danville Blvd Suite 275
Alamo, CA 94507

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Lodestar Private Asset Management LLC Brokerage Details

Total Assets Under Management

$979,734,948

CA Average: $7,578,581,321
Total Number of Employees

8

CA Average: 43
Total Number of Accounts

1,687

CA Average: 3,727
Average Account Size

$580,756

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Amanda Albright Work History

2022 - Present (2 years)

Lodestar Private Asset Management

2021 - 2022 (1 year)

Brooklyn Fi, LLC

2020 - 2021 (1 year)

Hoylecohen

2017 - 2020 (3 years)

R.M. Davis

2015 - 2017 (2 years)

Macpage

2015 - 2015 (< 1 year)

Macpage

2014 - 2014 (< 1 year)

Macpage

2013 - 2015 (2 years)

Hampton Inn

2011 - 2015 (4 years)

Full-Time Education

Disclosures

Please visit the SEC profile of Amanda Albright to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lodestar Private Asset Management LLC

Jason Mccoy
Alamo, CA
Amanda Albright
Alamo, CA
Joseph Harrison
Alamo, CA
Kevin Gray
Alamo, CA
Anthony Smith
Alamo, CA
Anthony Jurado
Alamo, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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