Small_george_kiraly

PALADIN RESEARCH REPORT FOR:

George Kiraly

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Telephone Advisor
973.218.2440

I. Snapshot

A. Registry Member
  • Since 2007
B. Years of Experience
  • 24
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

II. Contact Information

A. Key Contact
  • George Kiraly
B. Main Location
  • 51 JFK Parkway, First Floor West
    Short Hills, New Jersey, 07078
C. Telephone
  • 973.218.2440

III. Internet

A. Visit Website
B. Social Connections

IV. Firm(s)

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

V. Credentials

A. Years of Financial Experience
  • 24 Years
B. College, Degrees, Years
  • Fairleigh Dickinson University - MBA
D. Financial Industry Associations (Active Memberships)
  • National Association of Personal Financial Advisors
  • Financial Planning Association

VI. Registration, Licensing,
Compliance

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
E. State Licences
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: All 50 States
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

VII. Business Data & Practices

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)
  • $40,000,000+
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 (Monthly)
  • Brokerage Statement (Monthly)
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.

VIII. Clients & Services

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
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews

IX. Certification

Advisor Name
  • George Kiraly
Most Recent Update:
  • Sep 13, 2017

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