STEELE CAPITAL MANAGEMENT, INC. is a Dubuque, Iowa based financial advisory firm with nearly $2,811,200,716 in assets under management and provides investment advisory services for 3800 clients. There are currently 13 financial advisors at the firm.
General Information |
Firm CRD#: | 107097 | |
SEC#: | 801-50636 | |
Assets under Management: | $2,811,200,716 | |
No. of Clients: | 3800 | |
No. of Advisors: | 13 | |
Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment, Portfolio Management for Business, Pension Consulting Services | |
Fee Structure: | A percentage of AUM |
Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
CUNA BROKERAGE SERVICES, INC. | 13941 | 801-60099 | 20233 | 716 | $5,790,352,615 |
AVANTAX PLANNING PARTNERS, INC. | 106237 | 801-50939 | 11624 | 125 | $5,785,921,128 |
NATIONS FINANCIAL GROUP, INC. | 44181 | 801-57407 | 8473 | 81 | $2,932,512,290 |
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. | 13609 | 801-62277 | 4139 | 100 | $970,269,118 |
RDA FINANCIAL NETWORK | 147309 | 801-69651 | 3070 | 18 | $492,884,436 |
BOYLE CAPITAL | 132416 | 801-67954 | 1718 | 6 | $238,694,156 |
BRADFORD FINANCIAL CENTER | 110953 | 801-68117 | 1639 | 17 | $207,565,911 |
QUAD-CITIES INVESTMENT GROUP, LLC | 154113 | 801-71612 | 1231 | 10 | $327,575,299 |
NIKULSKI FINANCIAL, INC. | 151569 | 801-109933 | 1150 | 7 | $288,742,903 |
WEALTHSPAN PARTNERS, LLC | 297712 | 801-113832 | 1055 | 3 | $225,321,695 |
WEALTH ADVISORS OF IOWA, LLC | 115088 | 801-118210 | 850 | 11 | $344,288,245 |
DMKC ADVISORY SERVICES, LLC | 145112 | 801-68395 | 688 | 13 | $540,134,397 |
MIDWEST HERITAGE FINANCIAL ADVISORS | 306308 | 801-119038 | 454 | 3 | $183,219,558 |
PALADIN WEALTH PARTNERS | 285303 | 801-112430 | 243 | 5 | $207,125,822 |
BALLAST CAPITAL ADVISORS, LLC | 282369 | 801-120829 | 139 | 5 | $261,402,490 |
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC | 321109 | 801-125868 | 7 | 10 | $5,763,204,273 |