Steele Capital Management Review


Trust Score 98%
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Last updated: July 21st, 2019. Data source: SEC filings.

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.

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Firm Information


Feature Value
Minimum Investment $0
Average Client Balance $1,242,425
Hybrid Advisor No
Disciplinary History No
Total AUM $1.8 billion
Advisor / Client Ratio 1:163
Headquarters 788 Main ST Dubuque, IA 52001
SEC Filings Forms and Brochures    (CRD # 107097)
State(s) Registered AZ, CA, CO, FL, GA, IL, IN, IA, MI, MN, MO, NE, NJ, NY, NC, RI, SD, TX, WI


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