CRD: 145873
10 Star Asset Management
$32.4M Total AUM
$32.4M Disc. AUM
-- 3Y CAGR
2 Employees
50 ADV. Clients
18 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-27-2008
- Office Locations
- 2
Office Locations
5760 Fleet Street Suite 120 Carlsbad CA
5800 Armada Drive Suite 110 Carlsbad CA
About 10 Star Asset Management
10 Star Asset Management is a Carlsbad, CA RIA providing personalized portfolio management and retirement planning for retail investors, including entrepreneurs. The firm emphasizes long-term wealth creation and uses return-enhancement strategies within diversified asset-allocation portfolios, with meaningful use of ETFs alongside U.S. government/agency bonds and cash. Custody includes Fidelity/NFS.
Team overview
-- AVG AGE
$32.4M AVG AUM / ADVISOR
$648.0K AVG AUM / CLIENT
16.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
18yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RAYMOND SCOTT MORGOSH
Chief Executive Officer
- CRD
- #1359518
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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T
Tamara Lynn Morgosh
--
- CRD
- #5908071
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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