Alphastar Capital Management, LLC

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 Insurance
Monetary 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 Contact
Brett Richardson Strong Family Financial
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Ross Rubin Co-founder - 1031sherpa & Dstsherpa 🏢 Guiding Wealth, Real Estate, and Business
Email Phone
Peter May Tax Minimization * Risk Mitigation * Family Office * Management Consultant * Real Estate * Problem Solver
Email Phone
Derek Gubala Co-president at Alphastar Capital Management
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 Email 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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