$53.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-26-2003
- Office Locations
- 1
Office Locations
-- Denver CO
About Star Financial Services
Star Financial Services is a Denver, CO state-registered RIA providing holistic financial planning and ongoing portfolio management for individuals and families, with an emphasis on retirement readiness, tax planning, college planning, and risk management. The firm monitors investments, executes trades and portfolio repositioning, and delivers regular, easy-to-understand performance reporting; custody includes Charles Schwab.
Team overview
-- AVG AGE
$53.0M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
22.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CHARLES EDMOND TOBLER
Owner
- CRD
- #4157040
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $53,000,000 | -- |
| Total | $53,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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