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Building 2STEELOAKS INVESTMENT ADVISERS, INC.

Map pinWEIRTON, WV
Phone304-723-6700
NotebookSEC #801-55467
Total AUM
$131M
Employees
2
Clients
286

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
135 PALM DRIVE
WEIRTON
WV 26062
United States
Operating Hours
9:30 A.M - 4:30 P.M.
Monday - Friday
Phone
304-723-6700

ReceiptFinancials

Total AUM
$131M
Accounts
288
Discretionary
$117M
Accounts
285
Non-Discretionary
$14M
Accounts
3

ContactClients

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Individual Clients
259
AUM
$43M
HNW Individual Clients
10
AUM
$16M
Pension/Profit Sharing Plan Clients
1
AUM
$14M
Government Entity Clients
6
AUM
$41M
Corporation or Business Clients
10
AUM
$17M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING, INSTITUTIONAL RESEARCH & ANALYSIS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OHPAWV

HandshakeAffiliates

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

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