Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > fort worth > STEELHEAD PARTNERS, LLC
STEELHEAD PARTNERS, LLC
800 Fifth Avenue
Suite 3700
Seattle, Washington 98104
Tel: 206-307-0910
About STEELHEAD PARTNERS, LLC
STEELHEAD PARTNERS, LLC, formally registered with the SEC as STEELHEAD PARTNERS, LLC. The firm was established in 01/23/2006. They have over 1 offices throughout the country.
STEELHEAD PARTNERS, LLC is a Seattle, Washington based Financial Planning firm with nearly $2,627,038,198 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116569 |
| SEC# | 801-65393 |
| Assets Managed by Firm | $2,627,038,198 |
| No. of Clients | 7 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (PERFORMANCE-BASED INCENTIVE ALLOCATION)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 7 | $2,627,038,198 |
| Corporations or other businesses | Fewer than 5 clients | $4,261,710 |
More Retirement Planning firms in Seattle, Washington:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
Explore More Retirement Advisors in Seattle, Washington