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Home > Retirement Planners > texas > lubbock > LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC
LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC
10210 Frankford Ave
Suite 220
Lubbock, Texas 79424
Tel: 866-785-5350
About LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC
LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC, formally registered with the SEC as LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC. The firm was established in 08/11/2023. They have over 7 offices throughout the country.
LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC is a Lubbock, Texas based Financial Planning firm with nearly $164,222,094 assets under management, offering retirement planning & investment advisory services to 447 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 144200 |
| SEC# | 801-128569 |
| Assets Managed by Firm | $164,222,094 |
| No. of Clients | 447 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (REFERRAL FEES)
Advisory Services Provided
- Financial planning services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 447 | $164,222,094 |
| Individuals (other than high net worth individuals) | 405 | $115,055,959 |
| High net worth individuals | 30 | $47,079,977 |
| Charitable organizations | 2 | $2,086,158 |
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