Overview
Assets Under Management: $111 million
Headquarters: SAINT LOUIS, MO
High-Net-Worth Clients: 13
Average Client Assets: $8.4 million
Frequently Asked Questions
STEP CHANGE ADVISORS, 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 #153299), STEP CHANGE ADVISORS, LLC is subject to fiduciary duty under federal law.
STEP CHANGE ADVISORS, LLC is headquartered in SAINT LOUIS, MO.
STEP CHANGE ADVISORS, LLC serves 13 high-net-worth clients according to their SEC filing dated January 21, 2024. View client details ↓
According to their SEC Form ADV, STEP CHANGE ADVISORS, LLC offers portfolio management for individuals. View all service details ↓
STEP CHANGE ADVISORS, LLC manages $111 million in client assets according to their SEC filing dated January 21, 2024.
According to their SEC Form ADV, STEP CHANGE ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 13
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.99%
Average Client Assets: $8.4 million
Total Client Accounts: 52
Discretionary Accounts: 43
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 153299
Filing ID: 1810769
Last Filing Date: 2024-01-21 15:11:00