Steven
Mahan
Capital Insight Partners, LLC
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About this Advisor
Steven Mahan is a financial advisor based in Scottsdale, Arizona, working with Capital Insight Partners, LLC. Steven has previously held positions at American Funds, Lmi Solutions, United Parcel Service (UPS), and Capital Insight Partners LLC. Steven has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Arizona. Currently, Steven is part of Capital Insight Partners, LLC, which operates out of Scottsdale, Arizona. The firm has 10 employees and manages assets totaling $737.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Capital Insight Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capital Insight Partners, LLC Brokerage Details
$736,956,265
10
971
$758,966
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Steven Mahan Work History
Capital Insight Partners LLC
American Funds
American Funds
American Funds
Lmi Solutions
United Parcel Service (Ups)
Disclosures
Please visit the SEC profile of Steven Mahan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capital Insight Partners, LLC
Scottsdale, AZ
Phoenix, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
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