STEVEN CHARLES CAPITAL LTD

200 Canal View Blvd
Suite 203
Rochester, New York 14623
Tel: 585-325-1870

About STEVEN CHARLES CAPITAL LTD

STEVEN CHARLES CAPITAL LTD, formally registered with the SEC as STEVEN CHARLES CAPITAL LTD. The firm was established in 04/01/1986. They have over 1 offices throughout the country.

STEVEN CHARLES CAPITAL LTD is a Rochester, New York based Financial Planning firm with nearly $130,000,000 assets under management, offering retirement planning & investment advisory services to 114 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104814
SEC#	801-26716
Assets Managed by Firm	$130,000,000
No. of Clients	114
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	114	$130,000,000
Individuals (other than high net worth individuals)	8	$22,000,000
High net worth individuals	91	$108,000,000

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