STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

893-A Harrison Street, S.E.
Leesburg, Virginia 20175
Tel: 703-777-8826

About STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS, formally registered with the SEC as STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS. The firm was established in 07/07/1998. They have over 4 offices throughout the country.

STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS is a Leesburg, Virginia based Financial Planning firm with nearly $1,050,589,563 assets under management, offering retirement planning & investment advisory services to 2018 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111685
SEC#	801-55694
Assets Managed by Firm	$1,050,589,563
No. of Clients	2018
No. of Advisors	14

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	2018	$1,050,589,563
Individuals (other than high net worth individuals)	309	$161,351,934
High net worth individuals	323	$881,160,780
Charitable organizations	14	$8,076,849

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