STEELOAKS INVESTMENT ADVISERS, INC. - Financial Advisor in West Virginia, Weirton

Tel: 304-723-6700 135 Palm Drive Weirton, West Virginia 26062

About STEELOAKS INVESTMENT ADVISERS, INC.

STEELOAKS INVESTMENT ADVISERS, INC. is a Weirton, West Virginia based financial advisory firm with nearly $151,000,000 in assets under management and provides investment advisory services for 277 clients. There are currently 2 financial advisors at the firm.

General Information

Firm CRD#:

108197

Firm SEC#:

801-55467

Assets Under Management:

$151,000,000

No. of Clients:

277

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Other (CONSULTING, INSTITUTIONAL RESEARCH & ANALYSIS)

Fee Structure:

A percentage of AUM, Fixed fees

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