$60.7M Total AUM
$60.7M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
35 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-08-1991
- Office Locations
- 1
Office Locations
303 Twin Dolphin Drive, Ste. 600 Redwood City CA
About Steinmetz Financial Planning
Steinmetz Financial Planning is a fee-only, owner-operated RIA in Redwood City, CA providing comprehensive financial planning and investment planning for retail clients, including business owners. The firm emphasizes asset allocation, risk management, and portfolio construction using mutual funds and ETFs alongside cash and fixed income (including municipals and U.S. government/agency bonds), with client assets custodied at Charles Schwab.
Team overview
-- AVG AGE
$60.7M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
2.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
35yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BARBARA LYNN STEINMETZ
Owner
- CRD
- #1996477
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,676,595 | -- |
| Non-Discretionary | $0 | -- |
| Total | $60,676,595 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing