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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-25-2011
- Office Locations
- 1
Office Locations
About Lodestar Financial Management, LLC
Lodestar Financial Management is an Arlington, VA advisory firm providing customized, comprehensive financial planning and ongoing portfolio management, focused on simplifying complex tax, investment, and life decisions. Client work includes business owners and can span tax, estate, insurance, and charitable planning. Investment approach emphasizes active asset allocation and risk management, primarily implemented with public funds (including managers such as Dimensional).
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Owner & Executives
WESLEY JOHN STIEN
Financial Advisor, General Partner, PRINCIPAL
- CRD
- #5256749
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $48,600,000 | -- |
| Total | $48,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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