$4.2M Total AUM
$4.2M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
15 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-19-2011
- Office Locations
- 1
Office Locations
10330 Beach Blvd #F Stanton CA
About Lodestone Capital Solutions LLC
Lodestone Capital Solutions LLC is a Stanton-based RIA. The firm has been operating for 15 years. Managing $4.2M in total assets under management, with 1 advisory representatives.
Team overview
43 AVG AGE
$4.2M AVG AUM / ADVISOR
$840.0K AVG AUM / CLIENT
15.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
D
DAVID CHEN-YU LU
Chief Executive Officer, Insurance Broker
- CRD
- #4615992
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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