Sara
Payne

Steeloaks Investment Advisers, Inc

CRD#3178976
Investment Advisor
in Weirton, WV

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About this Advisor

Sara Payne is a financial advisor based in Weirton, West Virginia, working with Steeloaks Investment Advisers, Inc. Sara has previously held a position at Steeloaks Investment Advisers Inc. Sara has passed the Series 66 regulatory exam and is registered to provide services in West Virginia. Currently, Sara is part of Steeloaks Investment Advisers, Inc, which operates out of Weirton, West Virginia. The firm has 2 employees and manages assets totaling $151.0 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Steeloaks Investment Advisers, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3205 Pennsylvania Avenue Penn Place, Suite 102
Weirton, WV 26062

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Steeloaks Investment Advisers, Inc Brokerage Details

Total Assets Under Management

$151,000,000

WV Average: $493,341,091
Total Number of Employees

2

WV Average: 16
Total Number of Accounts

277

WV Average: 1,028
Average Account Size

$545,126

WV Average: $479,904

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Other

Sara Payne Work History

1997 - Present (27 years)

Steeloaks Investment Advisers Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Sara Payne 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 Steeloaks Investment Advisers, Inc

Dewey Guida
Weirton, WV
Michael Payne
Weirton, WV
Sara Payne
Weirton, WV
Donald Kendrick
Weirton, WV

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