CRD: 166126
Springsteel Investment Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-01-2012
- Office Locations
- 1
Office Locations
About Springsteel Investment Advisors, LLC
Springsteel Investment Advisors is an independent, conflict-free fiduciary RIA providing integrated tax, financial planning, and diversified investment management. The firm emphasizes tax-efficient, low-cost portfolio implementation plus retirement and wealth-preservation planning for families and individuals, including multi-generational goals. Custody is reported with Charles Schwab.
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Owner & Executives
BRIAN MARK SPRINGSTEEL
Chief Compliance Officer, Investment Advisor, Managing Partner, President
- CRD
- #6145594
- Ownership
- 50% but less than 75%
RACHEL SPRINGSTEEL
Owner, President, Secretary
- CRD
- --
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,205,264 | -- |
| Non-Discretionary | $169,697 | -- |
| Total | $57,374,961 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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