ALPHASTAR CAPITAL MANAGEMENT

19600 West Catawba Avenue
Suite B200
Cornelius, North Carolina 28031
Tel: 855-340-2514

About ALPHASTAR CAPITAL MANAGEMENT

ALPHASTAR CAPITAL MANAGEMENT, formally registered with the SEC as ALPHASTAR CAPITAL MANAGEMENT. The firm was established in 05/18/2011. They have over 59 offices throughout the country.

ALPHASTAR CAPITAL MANAGEMENT is a Cornelius, North Carolina based Financial Planning firm with nearly $1,146,934,809 assets under management, offering retirement planning & investment advisory services to 10083 clients. The firm is staffed with 109 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157423
SEC#	801-72361
Assets Managed by Firm	$1,146,934,809
No. of Clients	10083
No. of Advisors	109

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (SUB-ADVISORY SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	10083	$1,146,934,809
Individuals (other than high net worth individuals)	9823	$813,810,218
High net worth individuals	171	$292,463,236
Pension and profit sharing plans	19	$29,533,765
Corporations or other businesses	70	$11,127,590

More Retirement Planning firms in Cornelius, North Carolina:

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CAPTRUST 4208 Six Forks Rd, Suite 1700 Raleigh, NC, 27609	$852,173,054,617	100603	1554
ALLSPRING GLOBAL INVESTMENTS, LLC 1415 Vantage Park Drive, 3rd Floor Charlotte, NC, 28203	$429,024,440,167	9416	1015
BARINGS LLC 300 S. Tryon Street, Suite 2500 Charlotte, NC, 28202	$307,726,562,224	343	985
ALLSPRING FUNDS MANAGEMENT, LLC 1415 Vantage Park Drive, 3rd Floor Charlotte, NC, 28203	$300,798,686,558	8078	513
BRIGHTHOUSE INVESTMENT ADVISERS, LLC 11225 North Community House Rd Charlotte, NC, 28277	$137,561,001,775	6685	31

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