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Building 2STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

Map pinLEESBURG, VA
Phone703-777-8826
NotebookSEC #801-55694
Total AUM
$1.3B
Employees
16
Clients
709

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
893-A HARRISON STREET, S.E.
LEESBURG
VA 20175
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
703-777-8826
Other Offices
3

ReceiptFinancials

Total AUM
$1.3B
Accounts
730
Discretionary
$1.3B
Accounts
730
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
305
AUM
$156.3M
HNW Individual Clients
388
AUM
$1.2B
Charitable Organization Clients
16
AUM
$10M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLGALAMDNCNYPASCTXVAWV

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

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