1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2STEVEN CHARLES CAPITAL LTD

Map pinROCHESTER, NY
Phone585-325-1870
NotebookSEC #801-26716
Total AUM
$125M
Employees
2
Clients
50

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 CANAL VIEW BLVD
SUITE 203
ROCHESTER
NY 14623
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
585-325-1870

ReceiptFinancials

Total AUM
$125M
Accounts
50
Discretionary
$125M
Accounts
50
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

HNW Individual Clients
50
AUM
$125M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NYTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account