Lodestone Capital Solutions LLC
Lodestone Capital Solutions LLC (CRD# 156520) is a financial advisory firm headquartered in Stanton, CA. They manage $1,800,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Lodestone Capital Solutions LLC
By the Numbers
-
Total Assets Under Management2MILLION
-
Total Number of Accounts7ACCOUNTS
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Average Account Value$257,143
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Lodestone Capital Solutions LLC
1
David Lu (CRD# 4615992) is an Investment Advisor Representative working at Lodestone Capital Solutions LLC in Torrance, CA and has over 21 years of experience in the finance industry.
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