Homestead Advisers Corp.
Firm details
- Headquarters
- Arlington, Virginia
- CRD number
- 109845
- Registered since
- September 21, 1990
- Website
- www.readvisers.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Other
- Client types
- Pension & Profit Sharing Plans59.13%
- Investment Companies35.82%
- Other3.98%
- Corporations / Businesses1.07%
- Services
- Financial PlanningPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Homestead Advisers Corp. is an SEC-registered corporate adviser that has been operating since 1990 and targets institutional clients. The firm provides financial planning and portfolio management services, including management for pooled investment vehicles and for businesses or institutional balance sheets. Its compensation model includes a percentage-of-AUM fee and other fee arrangements, and it is registered as an entity that also conducts other financial product sales. The firm is not identified as an active ESG investor and maintains a broker-dealer affiliation.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities52%
- Investment Grade Corp Bonds13%
- US Government Bonds12%
- Other12%
- Private Funds10%
Owners & executives
3 of 3
Danielle Sieverling
Chief Compliance OfficerCRD 4918493
Mark Santero
President, CEOCRD 1148011
Natalya Zelensky
Chief Compliance OfficerCRD 7422124
Contacts
3 of 12
Monica Ollivierre
ManagerCRD 4036059
Jeffrey Connor
DirectorCRD 6974203
Cedrian Cross-smith
Advertising Compliance AnalystCRD 2865564
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Arlington, VA
Arlington
Location
Arlington, VA
Headquartered in Arlington, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Arlington
- Address
- 4301 Wilson Blvd
- Time zone
- ET (UTC-5)
- Office locations
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