Alphastar Capital Management, LLC
Financial Services
Cornelius, Nc, United States
39 employees
- Employees
- 39
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Alphastar Capital Management, LLC Overview
- Headquarters
- Cornelius, Nc, United States
- Phone Number
- Available in AeroLeads
- Website
- alphastarcm.com
- Industry
- Financial Services
- Employees
- 39
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Alphastar Capital Management, LLC
Alphastar Capital Management provides discretionary portfolio management to individual client families and institutional investors through relationships with financial advisors. Alphastar manages a series of portfolio solutions designed for a wide range of investors with diverse wealth management objectives. A collaborative, team-oriented portfolio management process is employed to construct and manage each client portfolio. The investment team incorporates the distinctive talents and specialties of multiple investment professionals and diligently seeks to maximize the risk-adjusted returns of each portfolio. Members of our team hold a number of professional designations including Chartered Financial Analyst® (CFA®), Certified Financial Planner® (CFP®) and Accredited Investment Fiduciary® (AIF®). Alphastar Capital Management is an SEC Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
Alphastar Capital Management, LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Alphastar Capital Management, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Brett Richardson | Strong Family Financial | Oklahoma City, Oklahoma, United States |
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|
| Ross Rubin | Co-founder - 1031sherpa & Dstsherpa 🏢 Guiding Wealth, Real Estate, and Business | Greater Philadelphia, United States |
Email
Phone
|
| Peter May | Tax Minimization * Risk Mitigation * Family Office * Management Consultant * Real Estate * Problem Solver | Greater Philadelphia, United States |
Email
Phone
|
| Derek Gubala | Co-president at Alphastar Capital Management | Greater Chicago Area, United States |
Email
|
Employees by Management Level
Individual contributor
11 profiles
Executive
6 profiles
Manager
1 profile
Senior / Lead
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 4 | 4 | 2 |
| Finance | 3 | 3 | 3 |
| Executive | 2 | 2 | 1 |
| Operations | 1 | 1 | 0 |
| IT | 1 | 1 | 0 |
Alphastar Capital Management, LLC Tech Stack
Data / AI
1 profile
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