Sign in Sign up for free

Staar Financial Advisors Inc (Pittsburgh)


Staar Financial Advisors Inc is an investment adviser to an investment company based in Pittsburgh. It manages $38.16 million of regulatory assets for 51 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.

Logo



Staar Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, selection of other advisers, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Staar Financial Advisors: assets under management

The assets under management (AUM) of Staar Financial Advisors Inc is $38.16 million. The firm's AUM has grown by 205% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $34.66 million in discretionary accounts and $3.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $806.12 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $437.5 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Staar Financial Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. 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.

Based in Pittsburgh

The principal office where Staar Financial Advisors Inc performs its advisory services is located at 604 Mcknight Park Drive, Pittsburgh, PA 15237, 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 412-367-9076 or by fax 412-367-9141. The normal business hours are 9 am to 5 pm eastern on Monday - Friday. You can find more information about the New York firm at staarinvest.com.


Registered investment advisers similar to Staar Financial Advisors Inc