Tri-Star Financial Services LLC

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CAFR Data
Tri-Star Financial Services LLC
CRD #148450
SEC #801-78485
CIK #
AUM $49.4 MM (0% Disc, 100% US, 2020-02-05)
Employees4 (75% Investors, 25% Brokers)
Phone310-414-1500
Address201 Continental Boulevard
El Segundo, CA 90245
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
504030201002010201320172021
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Bentley Wealth Advisors LLC
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Allison Spielman Advisors LLC
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Western Peak Investment Advisors LLC
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Asset Planning Management & Research Inc
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The Citrin Group LLC
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Johnson James Richard
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