G.C. Steele & Company
Firm details
- Headquarters
- ,
- CRD number
- 136953
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.47%
- Individuals23.53%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
G.C. Steele & Company is an independent, single-owner registered investment adviser operating as a sole proprietorship that serves individuals and families. The firm provides financial planning and portfolio management services for individual clients and small businesses. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The adviser is not identified as a multi-state or ESG-focused manager, does not act as a capital allocator or pension consultant, and is not listed as a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents15%
Contacts
1 of 1Gregory Steele
OwnerCRD 1398858
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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