Asterism Finance is an independent wealth management firm with a private management department specializing in supporting business owners, entrepreneurs, and independent professionals. Our core expertise is to provide you with personalized advice based on rigorous economic, legal, and tax analysis. Asterism Finance is an independent wealth management firm with a private management department specializing in supporting business owners, entrepreneurs, and independent professionals.
1 à 5 ans
0 à 1 collaborateurs
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Asterism Finance is registered with ORIAS in the following categories: CIF and COA. This means the company is able to operate in the following areas: CIF : Financial Investment Advisor, authorized to make recommendations on financial instruments and investment solutions in compliance with the applicable regulatory framework COA : Insurance or Reinsurance Broker, able to present, propose, or assist in concluding insurance contracts tailored to the client's situation
Asterism Finance also holds a valid Carte T (professional real estate transaction card). This authorization allows them to carry out activities related to real estate transactions within the framework provided by applicable regulations.
Asterism Finance is a member of the professional association CNCGP.
Asterism Finance thus presents a profile framed both by its ORIAS registrations and by its affiliation with one or more professional bodies. For a saver or investor, these elements provide useful benchmarks for better understanding the professional's scope of activity.
