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Building 2STEELE CAPITAL MANAGEMENT, INC.

Map pinDUBUQUE, IA
Phone563-588-2097
NotebookSEC #801-50636
Total AUM
$3.5B
Employees
15
Clients
1,645

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1000 JACKSON STREET
SUITE 201
DUBUQUE
IA 52001
United States
Operating Hours
8AM-4:30PM
Monday - Friday
Phone
563-588-2097
Other Offices
2

ReceiptFinancials

Total AUM
$3.5B
Accounts
4,418
Discretionary
$3.5B
Accounts
4,376
Non-Discretionary
$40.5M
Accounts
42

ContactClients

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Individual Clients
939
AUM
$387.6M
HNW Individual Clients
582
AUM
$2.3B
Pension/Profit Sharing Plan Clients
103
AUM
$852.7M
Charitable Organization Clients
1
AUM
$9.7M
Corporation or Business Clients
20
AUM
$26M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAIAILINMIMNMONCNENYPASCSDTNTXWI

HandshakeAffiliates

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

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