Anthony
Smith
Lodestar Private Asset Management LLC
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About this Advisor
Anthony Smith is a certified financial planner operating out of Alamo, California with 3 years of industry experience. Smith is an advisor for Lodestar Private Asset Management LLC. The advisor has gained experience at Jw Harrison Financial Inc, Virginia Polytechnical Institute, Southington Public Schools and Lodestar Private Asset Management LLC. Smith maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to work in California. Lodestar Private Asset Management LLC is a financial advisory business headquartered in Alamo, CA. It oversees $831 million in assets under management between its 1,611 client accounts, placing it among the larger firms in the United States by assets under management. Of its 1,611 client accounts, 65% belong to high-net-worth investors who have more than $1 million in investable assets. Lodestar Private Asset Management LLC provides a wide 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. Financial management fees usually depend on which services the firm provides the client. However, fees charged by Lodestar Private Asset Management LLC can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lodestar Private Asset Management LLC Brokerage Details
$831,090,161
9
1,611
$515,885
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 Smith Work History
Anthony has been registered as a financial advisor for 3 years.*
Lodestar Private Asset Management LLC
Jw Harrison Financial Inc
Virginia Polytechnical Institute
Southington Public Schools
*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.
Disclosures
Please visit the SEC profile of Anthony Smith 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
Alamo, CA
Alamo, CA
Alamo, CA
Alamo, CA
Alamo, CA
Alamo, CA
Alamo, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
