LODESTAR PRIVATE ASSET MANAGEMENT LLC

3201 Danville Blvd
Suite 275
Alamo, California 94507
Tel: 925-838-1234

About LODESTAR PRIVATE ASSET MANAGEMENT LLC

LODESTAR PRIVATE ASSET MANAGEMENT LLC, formally registered with the SEC as LODESTAR PRIVATE ASSET MANAGEMENT LLC. The firm was established in 10/11/1990. They have over 1 offices throughout the country.

LODESTAR PRIVATE ASSET MANAGEMENT LLC is a Alamo, California based Financial Planning firm with nearly $979,734,948 assets under management, offering retirement planning & investment advisory services to 1687 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107638
SEC#	801-37511
Assets Managed by Firm	$979,734,948
No. of Clients	1687
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1687	$979,734,948
Individuals (other than high net worth individuals)	189	$89,170,860
High net worth individuals	307	$865,398,156
Pension and profit sharing plans	1	$13,570,812
Corporations or other businesses	2	$11,595,120

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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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