Astrelle Capital LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Raleigh, North Carolina
CRD number
343106
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Astrelle Capital LLC is organized as a limited liability company that offers financial planning and discretionary portfolio management services aimed at individuals and small-business owners. Its fee model is flexible, stating it charges based on a percentage of assets under management and can also bill hourly or via fixed fees. The firm is not identified as an allocator to third-party funds, does not self-identify as an active ESG investor, and is not designated a multi-state adviser. The record does not include a year of SEC registration.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Mostafa Omar

    Mostafa Omar

    Chief Executive OfficerCRD 8306336

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Raleigh, NC

Wake

Location

Raleigh, NC

Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
Wake
Address
2128 Clark Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth