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
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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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