Is this your firm? Access your profile
Last updated: February 18th, 2020. Data source: SEC filings.
Views: 21. Downloads: 0. info_outline
Steele Capital Management, federally registered in 1995, is a Registered Investment Advisor (RIA) in 19 state(s) with a licensed staff of 9 advisors. Steele Capital Management manages $1.8 billion and provides investment advisory services for 1,460 clients (1:163 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 1%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||16|
|Percentage of Advisors Trusted||100%|
|Average Client Balance||$1,242,425|
|Total AUM||$1.8 billion|
|Advisor / Client Ratio||1:163|
|Headquarters||788 Main ST Dubuque, IA 52001|
|SEC Filings||View SEC IAPD CRD #107097|
|State(s) Registered||AZ, CA, CO, FL, GA, IL, IN, IA, MI, MN, MO, NE, NJ, NY, NC, RI, SD, TX, WI|