Investment adviser · CRD 110061

STAAR FINANCIAL ADVISORS INC

Investment adviser filing (IA)

PITTSBURGH, PA, United States · Form ADV filed Apr 1, 2017

Regulatory AUM
$38.2M
Form ADV · Item 5.F
Client accounts
51
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

STRATEGIC ASSETS FUND IOther Private Fund · Last reported Apr 1, 2017$362KGross asset value
Fund administrator STRATEGIC ASSETS GROUP LLC PITTSBURGH, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Auditor GOFF BACKA ALFERA & COMPANY, LLC PITTSBURGH, Pennsylvania, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-6808515065
Reported beneficial owners
12
Minimum commitment
$25K

Form ADV 1092132 · Apr 1, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 1, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

604 MCKNIGHT PARK DRIVE
PITTSBURGH, PA, 15237, United States

CRD 110061

Filing source

Form ADV 1092132 · Apr 1, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.