ALTA FINANCIAL GROUP

STAR LLC

CRD 145001

Visit website

452 SALMAR AVE, CAMPBELL, CA, 95008, United States

Phone

415-999-7046

Fax

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Registration

— (—)

Source

State registered

Total AUM

$6.0M

Discretionary AUM

$6.0M

Team

1 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-04-16

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	9	$2.0M
High net worth individuals	3	$4.0M

All web addresses on file

HTTP://WWW.AFGUSA.COM
https://www.linkedin.com/company/alta-financial-group
https://www.facebook.com/AltaFinancialGroup/

Official SEC filing: View on IAPD