Steel Toe Wealth
Firm details
- Headquarters
- Okemos, Michigan
- CRD number
- 344216
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Steel Toe Wealth is a Michigan-based limited liability company that provides financial planning and discretionary portfolio management tailored to individuals and small businesses. The firm is owned by an individual and presents itself as a small, locally focused advisory practice rather than a multi-state or institutional allocator. Its fee arrangements are flexible: it can charge a percentage of assets under management, bill hourly, or use fixed-fee engagements depending on client needs. Steel Toe Wealth does not identify as an active ESG investor and is not structured as a capital allocator.
Assets & Accounts
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
Location
Okemos, MI
Ingham
Location
Okemos, MI
Headquartered in Okemos, MI, in the Midwest of the United States.
- Region
- Midwest
- County
- Ingham
- Address
- 2222 W Grand River Ave
- Time zone
- ET (UTC-5)
- Office locations
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