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Sandra Lee Stepp

AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC·LOS ANGELES, California
Unclaimed Profile
1901 AVENUE OF THE STARS, LOS ANGELES, CA 90067CRD# 2549826Firm CRD# 160322
01

About

Sandra Lee Stepp is a registered financial advisor based in LOS ANGELES, California, affiliated with AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC
AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC
AUM
$47M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES
Regulatory
SEC/IARD CRD# 2549826
Firm CRD# 160322
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sandra Lee Stepp offer?
Sandra Lee Stepp specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.
What are Sandra Lee Stepp's credentials?
Sandra Lee Stepp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sandra Lee Stepp located?
Sandra Lee Stepp is based in LOS ANGELES, California, working with AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does Sandra Lee Stepp charge for services?
Sandra Lee Stepp's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC?
AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC has approximately 4 employees and manages $47M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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