Astera Financial Group, LLC is an adviser based in Carmel. It manages $36 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012.
Astera Financial Group provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Astera Financial Group, LLC is $36 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -89% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Astera Financial Group, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Daniel Justin Grover has been acting as President since 1 Mar 2008. Breitfuss Family Trust joined the executive team most recently as the Owner.
The principal office where Astera Financial Group, LLC performs its advisory services is located at 126 Clock Tower Place, Carmel, CA 93923, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (831) 625-5800 or by fax (831) 621-0605. The normal business hours are 7:30 a.m. - 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.asterafg.com.