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

Building 2HUNTINGTON STEELE LLC

Map pinOAKS, PA
Phone610-676-1000
NotebookSEC #801-62040
Total AUM
$765.3M
Employees
5
Clients
166

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE FREEDOM VALLEY DRIVE
OAKS
PA 19456
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
610-676-1000
Other Offices
1

ReceiptFinancials

Total AUM
$765.3M
Accounts
188
Discretionary
$647.1M
Accounts
166
Non-Discretionary
$118.2M
Accounts
22

ContactClients

View more in analytics →

HNW Individual Clients
150
AUM
$617.2M
Charitable Organization Clients
1
AUM
$111.5M
Corporation or Business Clients
15
AUM
$36.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CAPAWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 20 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account