Lodestar Private Asset Management LLC
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About this Advisor
Anthony Jurado is a financial advisor who works in Alamo, California who has 7 years of industry experience. Jurado is an advisor for Lodestar Private Asset Management LLC. Their career trajectory has included roles at Linsco/Private Ledger Corp, Malakoff Wealth and Lodestar Private Asset Management LLC. Jurado has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Lodestar Private Asset Management LLC is an advisory firm based out of Alamo, CA. It handles $831 million in total assets across its 1,611 client accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 1,611 accounts, 65% are held by high-net-worth clients who have at least $1 million in assets available to invest. Lodestar Private Asset Management LLC performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management largely vary depending on the services. However, fee types billed by Lodestar Private Asset Management LLC likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
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Lodestar Private Asset Management LLC Brokerage Details
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
Anthony Jurado Work History
Anthony has been registered as a financial advisor for 7 years.*
Lodestar Private Asset Management LLC
Linsco/Private Ledger Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Anthony Jurado 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
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