Lodestar Private Asset Management LLC

Investment Advisor
in Alamo, CA

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About this Advisor

Bryan Hasling is a certified financial planner based in Alamo, California with a total of 3 years of relevant experience. Hasling is currently employed by Lodestar Private Asset Management LLC. The advisor has gained experience at Texas Tech University, The Capital Chart Room, Jw Harrison Financial Advisors and Lodestar Private Asset Management LLC. Hasling holds a Series 65 license, which qualifies them as an investment advisor representative, and can work in California. Lodestar Private Asset Management LLC is an advisory company that has its headquarters in Alamo, CA. It handles $831 million in total assets between its 1,611 accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 1,611 client accounts, 65% are associated with high-net-worth clients who have at least $1 million in assets. Lodestar Private Asset Management LLC offers a number of services, including 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 vary depending on the type of financial services. However, fees charged by Lodestar Private Asset Management LLC likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations


Years Registered*

3 years

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


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


CA Average: 43
Total Number of Accounts


CA Average: 3,727
Average Account Size


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

Bryan Hasling Work History

Bryan has been registered as a financial advisor for 3 years.*

2020 - Present (3 years)

Lodestar Private Asset Management LLC

2014 - 2020 (6 years)

Jw Harrison Financial Advisors

2013 - 2013 (< 1 year)

The Capital Chart Room

2008 - 2014 (6 years)

Texas Tech University

*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 Bryan Hasling 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
Bryan Hasling
Alamo, CA
Anthony Smith
Alamo, CA
Anthony Jurado
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

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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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