HUNTINGTON STEELE LLC
Total AUM
$765.3M
Employees
5Clients
166Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE FREEDOM VALLEY DRIVE
OAKS
PA 19456
United States
OAKS
PA 19456
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Monday - Friday
Phone
610-676-1000
Other Offices
1
Financials
Total AUM
$765.3M
Accounts
188Discretionary
$647.1M
Accounts
166Non-Discretionary
$118.2M
Accounts
22
Clients
HNW Individual Clients
150AUM
$617.2M
Charitable Organization Clients
1AUM
$111.5M
Corporation or Business Clients
15AUM
$36.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Dismissed Civil Action (Settlement)SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CAPAWA
Affiliates
Affiliates
Reported 20 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.