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AMERICAN FUNDSTARS

AMERICAN FUNDSTARS FINANCIAL GROUP LLC

CRD 315860 · SEC 801-126339

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1 PARK PLAZA, SUITE 210, IRVINE, CA, 92614, United States

Phone

949-877-8838

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$332.7M

Discretionary AUM

$18.9M

Team

14 total employees; 9 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2025-12-25

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
High net worth individuals421$190.7M
Pooled investment vehicles3$25.0M
Corporations/business entities39$117.0M

States served

CA

All web addresses on file

Official SEC filing: View on IAPD