Unclaimed Profile

Philip Andrew Steger

EDWARDS CAPITAL, LLC·CHICAGO, Illinois

Clean recordEDWARDS CAPITAL, LLC

676 N. MICHIGAN AVENUE, CHICAGO, IL 60611-2846CRD# 6028495Firm CRD# 157864

Profile Verification

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

Identity

Philip Andrew Steger · CHICAGO, IL

Registration

CRD #6028495 · EDWARDS CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Philip Andrew Steger is a registered financial advisor based in CHICAGO, Illinois, affiliated with EDWARDS CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

EDWARDS CAPITAL, LLC

FLEXPOINT FORD, LLC

AUM

$8.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at EDWARDS CAPITAL, LLC →

Services

Pension consulting

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Other: SEE SCHEDULE D - MISCELLANEOUS

Regulatory

SEC/IARD CRD# 6028495

Firm CRD# 157864

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Philip Andrew Steger offer?

Philip Andrew Steger specializes in Retirement Planning. Contact their office in CHICAGO, Illinois for a consultation.

What are Philip Andrew Steger's credentials?

Philip Andrew Steger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Philip Andrew Steger located?

Philip Andrew Steger is based in CHICAGO, Illinois, working with EDWARDS CAPITAL, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Philip Andrew Steger charge for services?

Philip Andrew Steger's firm is compensated through percentage of aum, performance-based fees, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EDWARDS CAPITAL, LLC?

EDWARDS CAPITAL, LLC has approximately 61 employees and manages $8.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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