Overview
Assets Under Management: $593 million
High-Net-Worth Clients: 246
Average Client Assets: $1 million
Frequently Asked Questions
LORNE STEINBERG WEALTH MANAGEMENT INC. 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 #290262), LORNE STEINBERG WEALTH MANAGEMENT INC. is subject to fiduciary duty under federal law.
LORNE STEINBERG WEALTH MANAGEMENT INC. serves 246 high-net-worth clients according to their SEC filing dated August 24, 2024. View client details ↓
According to their SEC Form ADV, LORNE STEINBERG WEALTH MANAGEMENT INC. offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
LORNE STEINBERG WEALTH MANAGEMENT INC. manages $593 million in client assets according to their SEC filing dated August 24, 2024.
According to their SEC Form ADV, LORNE STEINBERG WEALTH MANAGEMENT INC. serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 246
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.42
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 2,120
Discretionary Accounts: 2,120
Regulatory Filings
CRD Number: 290262
Last Filing Date: 2024-08-24 00:00:00
Website: https://steinbergwealth.com