AMERICAN FUNDSTARS - Financial Advisor in California, Newport Beach

Tel: 949-877-8838 4695 Macarthur Court Suite 560 Newport Beach, California 92660

About AMERICAN FUNDSTARS

AMERICAN FUNDSTARS is a Newport Beach, California based financial advisory firm with nearly $276,608,065 in assets under management and provides investment advisory services for 365 clients. There are currently 21 financial advisors at the firm.

General Information

Firm CRD#:

315860

Firm SEC#:

801-126339

Assets Under Management:

$276,608,065

No. of Clients:

365

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based

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