T
$32.0M Total AUM
$32.0M Disc. AUM
-- 3Y CAGR
2 Employees
23 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-15-2021
- Office Locations
- 2
Office Locations
-- Conroe TX
-- Montgomery TX
About Timothy Craig Steenwyk
Timothy Craig Steenwyk is a Montgomery-based RIA with 2 offices. The firm has been operating for 5 years. Managing $32.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$16.0M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
4.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
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Owner & Executives
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J
Joshua Ryan Steenwyk
--
- CRD
- #7542506
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T
Timothy Craig Steenwyk
Agent
- CRD
- #7354803
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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