Steigerwald, Gordon & Koch - Wealth Advisors
Firm details
- Headquarters
- Leesburg, Virginia
- CRD number
- 111685
- Registered since
- July 7, 1998
- Website
- sgkwealthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.43%
- Individuals11.82%
- Charitable Organizations0.76%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Steigerwald, Gordon & Koch - Wealth Advisors operates as an independent, SEC-registered investment adviser organized as a corporation and owned by an individual. The firm serves both individuals and families as well as institutional clients, offering financial planning and discretionary portfolio management for individuals, small businesses and institutional entities. Their billing mixes AUM-based fees with hourly and fixed-fee arrangements. The firm identifies as an active ESG investor.
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 Equities76%
- Investment Grade Corp Bonds12%
- US Government Bonds5%
- Public Funds/Mutual Funds3%
- State & Local Bonds2%
Contacts
3 of 10
Jeffrey Gordon
Co-Founder and PartnerCRD 2790564
Jennifer Mascarenas
Financial PlannerCRD 2839503
Darren Koch
Partner, Co-FounderCRD 2359709
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 216Active vs passive
$37.1M in ETFs
93%
$34.4M
2%
$2.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $10.3M | 15,723 | 27.66% |
Location
Leesburg, VA
Loudoun
Location
Leesburg, VA
Headquartered in Leesburg, 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
- Loudoun
- Address
- 893 A Harrison St Se
- Time zone
- ET (UTC-5)
- Office locations
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