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Home > Retirement Planners > iowa > dubuque > STEELE CAPITAL MANAGEMENT, INC.
STEELE CAPITAL MANAGEMENT, INC.
1000 Jackson Street
Suite 201
Dubuque, Iowa 52001
Tel: 563-588-2097
About STEELE CAPITAL MANAGEMENT, INC.
STEELE CAPITAL MANAGEMENT, INC, formally registered with the SEC as STEELE CAPITAL MANAGEMENT, INC. The firm was established in 11/17/1995. They have over 3 offices throughout the country.
STEELE CAPITAL MANAGEMENT, INC. is a Dubuque, Iowa based Financial Planning firm with nearly $2,692,631,181 assets under management, offering retirement planning & investment advisory services to 4060 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107097 |
| SEC# | 801-50636 |
| Assets Managed by Firm | $2,692,631,181 |
| No. of Clients | 4060 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4060 | $2,692,631,181 |
| Individuals (other than high net worth individuals) | 992 | $395,887,460 |
| High net worth individuals | 464 | $1,609,806,453 |
| Pension and profit sharing plans | 103 | $639,660,158 |
| Charitable organizations | Fewer than 5 clients | $10,677,822 |
| Corporations or other businesses | 20 | $36,599,288 |
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