Michael
Matone
Steele Capital Management, Inc
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About this Advisor
Michael Matone is a financial advisor based in Lakewood, Florida, working with Steele Capital Management, Inc. Michael has previously held positions at Northwestern Mutual Life Ins. Co and Steele Capital Management, Inc. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Rhode Island. Currently, Michael is part of Steele Capital Management, Inc, which operates out of Lakewood, Florida. The firm has 2 offices and 14 employees. The firm manages assets totaling $2.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. The fee structure at Steele Capital Management, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Steele Capital Management, Inc Brokerage Details
$2,692,631,181
14
4,060
$663,210
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
Michael Matone Work History
Steele Capital Management, Inc
Northwestern Mutual Life Ins. Co
Disclosures
Please visit the SEC profile of Michael Matone 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 Steele Capital Management, Inc
Dubuque, IA
Dubuque, IA
Dubuque, IA
Dubuque, IA
Dubuque, IA
Dubuque, IA
Dubuque, IA
Dubuque, IA
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