S
$496.4M Total AUM
$469.2M Disc. AUM
-- 3Y CAGR
3 Employees
267 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-01-2025
- Office Locations
- 1
Office Locations
76 NEW York Avenue Suite 2 Huntington NY
About Steinberganna Wealth Management LLC
Steinberganna Wealth Management LLC is a Huntington-based RIA. The firm has been operating for 1 years. Managing $496.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$248.2M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
1.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
0 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
K
KENNETH CHARLES ANNA
Owner
- CRD
- #2204605
- Ownership
- 50% but less than 75%
Available
Available
Available
DANIEL STEINBERG
Owner
- CRD
- #2204533
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $469,191,176 | $715,230 |
| Non-Discretionary | $27,173,757 | $3,396,720 |
| Total | $496,364,933 | $747,538 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
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Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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