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Financial Advisor
New York
Rochester
STEVEN CHARLES CAPITAL LTD

STEVEN CHARLES CAPITAL LTD

Tel: 585-325-1870 200 Canal View Blvd Suite 203 Rochester, New York 14623

About STEVEN CHARLES CAPITAL LTD

STEVEN CHARLES CAPITAL LTD is a Rochester, New York based financial advisory firm with nearly $130,000,000 in assets under management and provides investment advisory services for 114 clients. There are currently 2 financial advisors at the firm.

General Information
Firm CRD#:

104814

Firm SEC#:

801-26716

Assets Under Management:

$130,000,000

No. of Clients:

114

No. of Advisors:

2

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based

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