Aster Investment Management Co Inc is a large advisory firm based in Larkspur. It manages $2.71 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Aster Investment Management provides portfolio management for investment companies. 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 Aster Investment Management Co Inc is $2.71 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 386% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Aster Investment Management Co Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Richard F Aster has been acting as President since 1 Feb 1977. Jr. Trust; First Republic Trust Company A Divisioin Of First Republic Bank Trustee Richard F. Aster joined the executive team most recently as the Corporate Trustee.
The principal office where Aster Investment Management Co Inc performs its advisory services is located at 60 E Sir Francis Drake Blvd Ste 306, Larkspur, CA 94939, 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 415-461-8770 or by fax 415-461-0856. The normal business hours are 6:30am to 4:00pm pst on Monday - Friday.