Five Star Asset Management, LLC (Murray)

Name: Five Star Asset Management, LLC
Address: 5296 Commerce Drive, Ste 100, Murray, UT, 84107
Telephone: 801-263-0702

Five Star Asset Management, LLC is a pension cosultant based in Murray. It manages $26 million of regulatory assets for 400 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Utah.

Five Star Asset Management provides portfolio management for individuals and small businesses and security ratings or pricing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Five Star Asset Management: assets under management

The assets under management (AUM) of Five Star Asset Management, LLC is $26 million. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $16 million in discretionary accounts and $10 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $80 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $50 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Five Star Asset Management, LLC 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.

Careers at Five Star Asset Management, LLC

Henry Seth Brock has been acting as President since 1 Apr 1992. William Burt Evans joined the executive team most recently as the Coo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Henry Seth Brock	President	1 Apr 1992	75% - 100%	722490
Stephen Mark Robinson	Solicitor	1 Dec 1997	Other	1125193
David Clive Handy	Solicitor	1 Dec 1997	Other	1298288
Don Lee Anderson	Solicitor	1 Dec 1997	Other	4935
Wendell Walter Brock	Solicitor	1 Dec 1997	Other	2091129
Scott Elliott Hansen	Solicitor	1 Dec 1997	Other	1717892
Lynn Seldon Bridges	Solicitor	1 Dec 1997	Other	1492165
William Burt Evans	Coo	1 Dec 1998	Other	1217563

Based in Murray

The principal office where Five Star Asset Management, LLC performs its advisory services is located at 5296 Commerce Drive, Ste 100, Murray, UT 84107, 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 801-263-0702 or by fax 801-747-0348. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at 5star-managment.com.