Unclaimed Profile

Steven Glenn Check

CHECK CAPITAL MANAGEMENT INC·COSTA MESA, California

Series 2, Series 7, Series 63, Series 65Clean record35 years registeredCHECK CAPITAL MANAGEMENT INC

575 ANTON BLVD, COSTA MESA, CA 92626-7685CRD# 1549561Firm CRD# 107058

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven Glenn Check · COSTA MESA, CA

Registration

CRD #1549561 · CHECK CAPITAL MANAGEMENT INC · 35 years registered

Brand Profile

Not yet started

Career History

CHECK CAPITAL MANAGEMENT INC

Apr 1991 – present

Registrations & Exams

FINRA examinations passed

Series 2

Series 7

Series 63

Series 65

Registration record

First registered · April 22, 1991

Years registered · 35

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHECK CAPITAL MANAGEMENT INC

CRD 107058 · SEC 801-29001

AUM

$1.7B

Regulatory assets under management

Employees

2,142 client accounts

Services offered by CHECK CAPITAL MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at CHECK CAPITAL MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Steven Glenn Check offer?

Steven Glenn Check specializes in Financial Planning, Investment Management. Contact their office in COSTA MESA, California for a consultation.

What are Steven Glenn Check's credentials?

Steven Glenn Check is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Glenn Check located?

Steven Glenn Check is based in COSTA MESA, California, working with CHECK CAPITAL MANAGEMENT INC. Their office serves clients in the COSTA MESA metropolitan area and surrounding communities.

How does Steven Glenn Check charge for services?

Steven Glenn Check's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHECK CAPITAL MANAGEMENT INC?

CHECK CAPITAL MANAGEMENT INC has approximately 11 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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