This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2002
- Office Locations
- 1
Office Locations
About Steinberg Asset Management, LLC
Steinberg Asset Management, LLC is a New York-based registered investment adviser serving retail and institutional clients. The firm provides asset management and portfolio construction, including retirement plan and insurance-related planning, with a risk-managed, socially responsible approach using ETFs and mutual funds; its SMA allocations are heavily ETF-based and custodied with Pershing.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
STEVEN LEON FELD
Chief Compliance Officer, Chief Financial Officer, MANAGING DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
JUSTIN SAMUEL STEINBERG
Advisor, Analyst, DIRECTOR, MANAGING DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $172,176,759 | $3,443,535 |
| Non-Discretionary | $0 | -- |
| Total | $172,176,759 | $3,443,535 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing