A. Registry Member

• Since 2007

B. Years of Experience

• 27

C. College Degrees

• Fairleigh Dickinson University - MBA

D. Certifications

• CFP®, MBA

E. Financial Fiduciary

• Yes

F. Business Philosophy

• Read Business Philosophy

  We are highly dedicated professionals who are focused on improving the quality of your life. We work with individuals who are interested in aligning their personal values with their pursuit of wealth. People who know that money is a tool, a means to an end, and that life is a journey, not a destination. Our clients are willing to share who they are and build a meaningful relationship with us. Whether you're building a career and family, starting your own business or planning for retirement,

G. Asset Requirement

• $100,000

A. Key Contact

• George Kiraly

B. Main Location

• 51 JFK Parkway, First Floor West
  Short Hills, New Jersey, 07078

C. Telephone

• 973.218.2440

D. Comments

• Scottsdale, AZ Office 7047 E. Greenway Parkway, Suite 250 Scottsdale, AZ 85254 Phone: 480.659.2950

A. Visit Website

• http://www.ldstar.com

B. Social Connections

A. Name of Firm

• LodeStar Advisory Group, LLC

B. Relationship to Firm

• Owner

C. Name of RIA

• LodeStar Advisory Group, LLC

D. Name of Broker/Dealer

• None

E. Name(s) of Custodian(s)

• Fidelity/National Financial Srvs

A. Years of Financial Experience

• 27 Years

B. College, Degrees, Years

• Fairleigh Dickinson University - MBA

C. Current Certifications

• CFP® - Certified Financial Planner
• MBA - Master Business Administration

D. Financial Industry Associations (Active Memberships)

• National Association of Personal Financial Advisors
• Financial Planning Association

A. RIA/IAR Registration

• RIA

B. Type of RIA Registration

• State - New Jersey

C. Industry Licenses

• Insurance License(s)

D. Registration & License Numbers

• CRD: 127591
• IARD: None
• Insurance: 9474752

F. Compliance Record (Investment)

• No Disclosures

G. Compliance Record (Insurance)

• No Disclosures

H. Criminal Disclosure(s)

• None

I. Additional Disclosure(s)

• None

J. View our ADV(s)

• Available Upon Request

K. Links

• http://www.adviserinfo.sec.gov
  RECORDS FOR FIRMS (RIA)
• http://www.finra.org
  RECORDS FOR PROFESSIONALS

A. Business Philosophy

• Read Business Philosophy

  We are highly dedicated professionals who are focused on improving the quality of your life. We work with individuals who are interested in aligning their personal values with their pursuit of wealth. People who know that money is a tool, a means to an end, and that life is a journey, not a destination. Our clients are willing to share who they are and build a meaningful relationship with us. Whether you're building a career and family, starting your own business or planning for retirement,

B. Minimum Asset Requirement

• $100,000

C. Number of Current Clients

• 210

D. Assets (Management, Advisement)

• $45,000,000+

E. Methods of Compensation

• Hourly Fee
• Fixed Fee
• Asset-Based Fee

F. Methods of Communication

• Face-to-Face Meetings
• Telephone
• Email
• Skype/Video-Voice

G. Types of Reports (Frequency)

• Performance (mo)
• Brokerage Statement (mo)

H. Second Language(s)

• None

I. Value Statement

• View Value Statement
  Credentials, experience, wisdom, a willingness to listen and a genuine interest in seeing clients and their families successfully reach their goals are the most important qualities I bring to the table.

A. Types of Clients

• Individuals & Couples (Working)
• Individuals & Couples (Retired)
• Business Pension Plans
• Business (Taxable)
• Endowments & Foundations

B. Types of Financial Services

• Planning Advice & Services
• Investment Advice & Services

C. Discretionary Asset Management

• Discretionary and Non-Discretionary

D. Limited Engagement Services

• Financial Plan Reviews
• Investment Portfolio Reviews
• Planning Only

Advisor Name

• George Kiraly

Most Recent Update:

• Jun 3, 2020