Steele Street Private Wealth Management
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Overview
Steele Street Private Wealth Management operates as a financial advisor company that has its headquarters in Denver, Colorado. It handles $123.7 million in total assets across 292 client accounts, placing it in the mid-tier of financial advisory firms in the nation by assets under management (AUM). The company has a small team, including 2 financial advisors. Steele Street Private Wealth Management is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are exchangable financial investments such as stocks, options and bonds.
Steele Street Private Wealth Management oversees more than half of the firm's accounts on a discretionary basis. Discretionary management is a structure in which buy and sell choices for the client's account are made by a portfolio manager without requiring client approval. Steele Street Private Wealth Management also oversees 21 non-discretionary accounts with a total of $760,517 in assets under management. The advisory firm's typical account size is $423,740. The typical advisor at Steele Street Private Wealth Management oversees around 146 client accounts.
Steele Street Private Wealth Management's central office is located at 50 S. Steele Street, Suite 501, Denver, Colorado 80209. The company is registered to serve investors across a number of states, including California, Texas and Colorado.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Steele Street Private Wealth Management by the Numbers
$123.7 million
2
292
$423.7 thousand
Products and Services
Financial services that Steele Street Private Wealth Management offers can include financial planning services and portfolio management for individuals and small businesses. In the past financial year, it provided 11-25 of its customers with financial planning services. Steele Street Private Wealth Management is not engaged in selling products or offering services other than investment advisory services to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees largely depend on the type of services provided. However, fees billed by Steele Street Private Wealth Management most likely include the following fee types: asset-based, hourly or fixed. The firm does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Steele Street Private Wealth Management does business with a broad range of customers. The firm works with retail investors, high net worth investors, charitable organizations, corporations and other. Out of its 292 clients, Steele Street Private Wealth Management's biggest client group is retail investors, although it also manages money for 43 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 44.79%
- Other Individuals - 46.88%
- Corporations - 2.08%
- Charitable Organizations - 6.25%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Steele Street Private Wealth Management does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Steele Street Private Wealth Management
Denver, CO
Denver, CO
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