Lodestar Investment Counsel

Trust Score 97%
Trust Score info_outline

Last updated: August 6th, 2019. Data source: SEC filings.


Lodestar Investment Counsel, federally registered in 2002, is a Registered Investment Advisor (RIA) in 16 state(s) with a licensed staff of 3 advisors. Lodestar Investment Counsel manages $1.4 billion and provides investment advisory services for 694 clients (1:232 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $2,047,585
Hybrid Advisor No
Disciplinary History No
Total AUM $1.4 billion
Advisor / Client Ratio 1:232
Headquarters Chicago, IL
SEC Filings Forms and Brochures    (CRD # 124647)
State(s) Registered AZ, CA, FL, IL, MA, MI, NH, NJ, NY, NC, OH, OR, PA, TX, VA, WI

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