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David J. Steirman

KESTREL INVESTMENT MANAGEMENT CORP·SAN MATEO, California
Unclaimed Profile
411 BOREL AVENUE, SAN MATEO, CA 94402CRD# 2704847Firm CRD# 106789
01

About

David J. Steirman is a registered financial advisor based in SAN MATEO, California, affiliated with KESTREL INVESTMENT MANAGEMENT CORP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
KESTREL INVESTMENT MANAGEMENT CORP
KESTREL INVESTMENT MANAGEMENT CORP
AUM
$153M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at KESTREL INVESTMENT MANAGEMENT CORP →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2704847
Firm CRD# 106789
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David J. Steirman offer?
David J. Steirman specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in SAN MATEO, California for a consultation.
What are David J. Steirman's credentials?
David J. Steirman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David J. Steirman located?
David J. Steirman is based in SAN MATEO, California, working with KESTREL INVESTMENT MANAGEMENT CORP. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.
How does David J. Steirman charge for services?
David J. Steirman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KESTREL INVESTMENT MANAGEMENT CORP?
KESTREL INVESTMENT MANAGEMENT CORP has approximately 8 employees and manages $153M 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)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
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