Overview
Assets Under Management: $848 million
Headquarters: OAKS, PA
High-Net-Worth Clients: 73
Average Client Assets: $11.6 million
Frequently Asked Questions
HUNTINGTON STEELE LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #126615), HUNTINGTON STEELE LLC is subject to fiduciary duty under federal law.
HUNTINGTON STEELE LLC is headquartered in OAKS, PA.
HUNTINGTON STEELE LLC serves 73 high-net-worth clients according to their SEC filing dated April 18, 2018. View client details ↓
According to their SEC Form ADV, HUNTINGTON STEELE LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
HUNTINGTON STEELE LLC manages $848 million in client assets according to their SEC filing dated April 18, 2018.
According to their SEC Form ADV, HUNTINGTON STEELE LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.67%
Average Client Assets: $11.6 million
Total Client Accounts: 439
Discretionary Accounts: 439
Regulatory Filings
CRD Number: 126615
Filing ID: 1210431
Last Filing Date: 2018-04-18 13:14:00