AMERICAN FUNDSTARS

4695 Macarthur Court
Suite 560
Newport Beach, California 92660
Tel: 949-877-8838

About AMERICAN FUNDSTARS

AMERICAN FUNDSTARS, formally registered with the SEC as AMERICAN FUNDSTARS. The firm was established in 08/05/2022. They have over 1 offices throughout the country.

AMERICAN FUNDSTARS is a Newport Beach, California based Financial Planning firm with nearly $276,608,065 assets under management, offering retirement planning & investment advisory services to 365 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	315860
SEC#	801-126339
Assets Managed by Firm	$276,608,065
No. of Clients	365
No. of Advisors	21

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	365	$276,608,065
High net worth individuals	345	$276,608,065

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