STEELE CREEK INVESTMENT MANAGEMENT LLC

201 South College Street
Suite 1690
Charlotte, North Carolina 28244
Tel: 704-343-6011

About STEELE CREEK INVESTMENT MANAGEMENT LLC

STEELE CREEK INVESTMENT MANAGEMENT LLC, formally registered with the SEC as STEELE CREEK INVESTMENT MANAGEMENT LLC. The firm was established in 03/09/2014. They have over 1 offices throughout the country.

STEELE CREEK INVESTMENT MANAGEMENT LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $3,167,928,683 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170209
SEC#	801-79139
Assets Managed by Firm	$3,167,928,683
No. of Clients	11
No. of Advisors	14

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	11	$3,167,928,683

More Retirement Planning firms in Charlotte, North Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPTRUST 4208 Six Forks Rd, Suite 1700 Raleigh, NC, 27609	$852,173,054,617	100603	1554
ALLSPRING GLOBAL INVESTMENTS, LLC 1415 Vantage Park Drive, 3rd Floor Charlotte, NC, 28203	$429,024,440,167	9416	1015
BARINGS LLC 300 S. Tryon Street, Suite 2500 Charlotte, NC, 28202	$307,726,562,224	343	985
ALLSPRING FUNDS MANAGEMENT, LLC 1415 Vantage Park Drive, 3rd Floor Charlotte, NC, 28203	$300,798,686,558	8078	513
BRIGHTHOUSE INVESTMENT ADVISERS, LLC 11225 North Community House Rd Charlotte, NC, 28277	$137,561,001,775	6685	31

Explore More Retirement Advisors in Charlotte, North Carolina

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.