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Home > Retirement Planners > west virginia > weirton > STEELOAKS INVESTMENT ADVISERS, INC.
STEELOAKS INVESTMENT ADVISERS, INC.
135 Palm Drive
Weirton, West Virginia 26062
Tel: 304-723-6700
About STEELOAKS INVESTMENT ADVISERS, INC.
STEELOAKS INVESTMENT ADVISERS, INC, formally registered with the SEC as STEELOAKS INVESTMENT ADVISERS, INC. The firm was established in 04/23/1998. They have over 1 offices throughout the country.
STEELOAKS INVESTMENT ADVISERS, INC. is a Weirton, West Virginia based Financial Planning firm with nearly $151,000,000 assets under management, offering retirement planning & investment advisory services to 277 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108197 |
| SEC# | 801-55467 |
| Assets Managed by Firm | $151,000,000 |
| No. of Clients | 277 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Other (CONSULTING, INSTITUTIONAL RESEARCH & ANALYSIS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 277 | $151,000,000 |
| Individuals (other than high net worth individuals) | 254 | $31,000,000 |
| High net worth individuals | 7 | $9,000,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $55,000,000 |
| Corporations or other businesses | 10 | $22,000,000 |
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