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LONE STAR INVESTMENT ADVISORS, LLC

4455 Lbj Freeway
Suite 300
Dallas, Texas 75244
Tel: 972-702-7390

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About LONE STAR INVESTMENT ADVISORS, LLC

LONE STAR INVESTMENT ADVISORS, LLC, formally registered with the SEC as LONE STAR INVESTMENT ADVISORS, LLC. The firm was established in 03/30/2012. They have over 1 offices throughout the country.

LONE STAR INVESTMENT ADVISORS, LLC is a Dallas, Texas based Financial Planning firm with nearly $309,024,524 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#158283
SEC#801-73932
Assets Managed by Firm$309,024,524
No. of Clients4
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total4$309,024,524

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