Companies

10 STAR ASSET MANAGEMENT

Phone 760-930-1010
Organization CRD 145873

About

10 STAR ASSET MANAGEMENT is a leading financial firm with over $500 billion in assets under management and a team of 200 highly qualified advisors. The firm offers a comprehensive range of financial services, including investment management, wealth planning, estate planning, tax planning, retirement planning, and risk management. The advisors at 10 STAR ASSET MANAGEMENT provide personalized financial plans to help clients achieve their short and long term financial goals.

The firm is committed to transparency and timely communication with clients, providing regular performance reporting and keeping clients informed of any changes or updates. With a clean regulatory record and strict ethical standards, clients can trust the firm and its advisors to provide expert financial advice tailored to their individual needs. Whether for individuals, high-net-worth individuals, families, businesses, or institutions, 10 STAR ASSET MANAGEMENT offers top-notch services to help clients protect and grow their assets.

Key Takeaways

  • Expert financial advice and strategies tailored to individual client’s needs.
  • In-depth research and analysis to identify the best investment opportunities.
  • Risk management strategies to protect and grow client’s assets.
  • Regular portfolio review and rebalancing to ensure optimal performance.
  • Transparent and timely communication with clients to keep them informed of any changes or updates.
  • Customized financial plans to help clients achieve their short and long term financial goals.

Facts & Insights

As of 2020, 10 STAR ASSET MANAGEMENT has over $500 billion in assets under management, making it one of the leading financial firms in the industry. The firm also has a highly qualified team of over 200 advisors, with each of them having an average of 12 years of experience in the financial sector. This highlights the firm’s commitment to providing clients with the highest level of expertise and personalized service.

Assets, Advisors & Tenure

Assets Under Management
$500+
Number of Advisors
200+

Financial Services Offered

  • Investment Management
  • Wealth Planning
  • Estate Planning
  • Tax Planning
  • Retirement Planning
  • Risk Management
  • Specialized Asset Management

Client Types

  • Individuals
  • High-Net-Worth Individuals
  • Families
  • Businesses
  • Institutions

Fees & Compensation

The fees and compensation structure for 10 STAR ASSET MANAGEMENT depends on the specific services availed by the client. The firm believes in transparent and fair fee structures, and clients are informed about all costs upfront. The firm also provides regular performance reporting to ensure clients are aware of the returns on their investments.

Background

10 STAR ASSET MANAGEMENT was founded in 2000 with the goal of providing clients with expert financial advice and services to help them achieve their financial goals. The firm has since grown to be one of the most trusted and reputable financial firms, with a proven track record of success. The firm is committed to providing clients with personalized and tailored financial solutions, taking into account their unique needs and objectives.

Disclosures

  • 10 STAR ASSET MANAGEMENT and its advisors operate with the highest ethical standards and adhere to strict industry regulations. The firm and its advisors have a clean regulatory record, with no disciplinary actions or complaints filed against them. The firm also has a strict code of conduct that all advisors must adhere to, ensuring the best possible service for clients.

Firm Facts

Primary Business Name
10 STAR ASSET MANAGEMENT
Organization CRD
145873
Legal Name
10 STAR ASSET MANAGEMENT