$332.7M Total AUM
$18.9M Disc. AUM
39.9% 3Y CAGR
14 Employees
463 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-10-2021
- Office Locations
- 2
Office Locations
1 Park Plaza Suite 210 Irvine CA
4695 Macarthur Court Suite 560 Newport Beach CA
About American Fundstars
American Fundstars Financial Group is an Irvine, CA-based SEC-registered RIA and FINRA-registered broker-dealer providing wealth management, asset management and FinTech services. The firm serves individuals, businesses, trusts and international clients, with an emphasis on investing client assets in top-rated U.S. mutual funds and ETFs; custody relationships include Charles Schwab.
Team overview
-- AVG AGE
$37.0M AVG AUM / ADVISOR
$718.5K AVG AUM / CLIENT
2 yrs AVG TENURE
14 Employees
9 Advisory Reps
9 RIA Reps
4yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Fan Feng
Chief Executive Officer
- CRD
- #6769095
- Ownership
- Less than 5%
Available
Available
Available
Zhiqi Liu
Chief Compliance Officer
- CRD
- #7141711
- Ownership
- Less than 5%
Available
Available
Available
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QingQing Cao
--
- CRD
- #7256068
Available
Available
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J
Junjun Feng
--
- CRD
- #7480496
Available
Available
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Showing 2 of 26 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,890,309 | $787,096 |
| Non-Discretionary | $313,797,274 | $674,833 |
| Total | $332,687,583 | $680,343 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Private Funds:
Available U.S. Government/Agency:
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Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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