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Building 2STEELE STREET CAPITAL LLC

Map pinKITTERY, ME
Phone207-475-0060
NotebookSEC #801-130911
Total AUM
$140.5M
Employees
3
Clients
101

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 ME-236
SUITE 3
KITTERY
ME 03904
United States
Operating Hours
9-5
Monday - Friday
Phone
207-475-0060

ReceiptFinancials

Total AUM
$140.5M
Accounts
251
Discretionary
$124.4M
Accounts
238
Non-Discretionary
$16.1M
Accounts
13

ContactClients

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Individual Clients
48
AUM
$12.9M
HNW Individual Clients
31
AUM
$74.5M
Pension/Profit Sharing Plan Clients
15
AUM
$45.4M
Corporation or Business Clients
7
AUM
$7.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMENHTX

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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