STEELOAKS INVESTMENT ADVISERS, INC. is a WEIRTON, West Virginia based financial advisory firm with nearly $151,000,000 in assets under management and provides investment advisory services for 277 clients. There are currently 2 financial advisors at the firm.
General Information |
Firm CRD#: | 108197 | |
SEC#: | 801-55467 | |
Assets under Management: | $151,000,000 | |
No. of Clients: | 277 | |
No. of Advisors: | 2 | |
Advisory Services Provided: | Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Other (CONSULTING, INSTITUTIONAL RESEARCH & ANALYSIS) | |
Fee Structure: | A percentage of AUM, Fixed fees |