AdvisorOS Directory
Claim Profile
SC

Steven Glenn Check

CHECK CAPITAL MANAGEMENT INC·COSTA MESA, California
Unclaimed Profile
575 ANTON BLVD, COSTA MESA, CA 92626-7685CRD# 1549561Firm CRD# 107058
01

About

Steven Glenn Check is a registered financial advisor based in COSTA MESA, California, affiliated with CHECK CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
CHECK CAPITAL MANAGEMENT INC
CHECK CAPITAL MANAGEMENT INC
AUM
$1.7B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at CHECK CAPITAL MANAGEMENT INC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1549561
Firm CRD# 107058
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in COSTA MESA?

Browse all registered financial advisors in COSTA MESA, California or claim this profile if it's yours.

Browse COSTA MESA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in COSTA MESA
Kenneth Gordon Hobbs — CLEARVIEW INVESTMENT PARTNERS, LLCKevin Brian Arnold — CLEARVIEW INVESTMENT PARTNERS, LLCAlan Alfredo Flores — CLEARVIEW INVESTMENT PARTNERS, LLCRobert James Roche — 20/20 CAPITAL MANAGEMENT, INCRay Matthew Lombardo — CLEARVIEW INVESTMENT PARTNERS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile