CRD: 308437
Huckstep Asset Management, LLC
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- Custodian
- Charles Schwab & Company · Northern Trust · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-15-2020
- Office Locations
- 1
Office Locations
About Huckstep Asset Management, LLC
Huckstep Asset Management is an Illinois-based independent RIA providing customized asset management, financial planning, and wrap model management for retail clients. Portfolios use mutual funds, low-cost ETFs, stocks, and bonds in a research-based five-step process. Planning incorporates Monte Carlo analysis and drawdown risk. Models include annually updated strategic allocation portfolios plus a tactical monthly momentum option.
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Investment Themes
Investment Vehicles
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Owner & Executives
Brian Ernest Huckstep
Chief Investment Officer, Director, Owner, President
- CRD
- #7246750
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $267,350 | -- |
| Non-Discretionary | $0 | -- |
| Total | $267,350 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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