Overview
Assets Under Management: $1.0 billion
Headquarters: BOCA RATON, FL
High-Net-Worth Clients: 243
Average Client Assets: $3.4 million
Frequently Asked Questions
STEINBERG GLOBAL ASSET MANAGEMENT LTD 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 #107522), STEINBERG GLOBAL ASSET MANAGEMENT LTD is subject to fiduciary duty under federal law.
STEINBERG GLOBAL ASSET MANAGEMENT LTD is headquartered in BOCA RATON, FL.
STEINBERG GLOBAL ASSET MANAGEMENT LTD serves 243 high-net-worth clients according to their SEC filing dated June 08, 2018. View client details ↓
According to their SEC Form ADV, STEINBERG GLOBAL ASSET MANAGEMENT LTD offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
STEINBERG GLOBAL ASSET MANAGEMENT LTD manages $1.0 billion in client assets according to their SEC filing dated June 08, 2018.
According to their SEC Form ADV, STEINBERG GLOBAL ASSET MANAGEMENT LTD serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 243
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.79%
Average Client Assets: $3.4 million
Total Client Accounts: 1,338
Discretionary Accounts: 1,271
Non-Discretionary Accounts: 67
Regulatory Filings
CRD Number: 107522
Filing ID: 1223279
Last Filing Date: 2018-06-08 12:35:00