Amanda
Albright

Lodestar Private Asset Management LLC

CRD#7404524
Investment Advisor
in Alamo, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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
Joseph Harrison
Alamo, CA
Amanda Albright
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started