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Susan Ann Estep

ESTEP, GEETING, AND WEBER CAPITAL MANAGEMENT,INC.·MISSOULA, Montana
Unclaimed Profile
432 W SPRUCE ST., MISSOULA, MT 59802CRD# 1636058Firm CRD# 333911
01

About

Susan Ann Estep is a registered financial advisor based in MISSOULA, Montana, affiliated with ESTEP, GEETING, AND WEBER CAPITAL MANAGEMENT,INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
ESTEP, GEETING, AND WEBER CAPITAL MANAGEMENT,INC.
WILLOW CREEK CAPITAL MANAGEMENT, INC.
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ESTEP, GEETING, AND WEBER CAPITAL MANAGEMENT,INC. →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1636058
Firm CRD# 333911
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Susan Ann Estep offer?
Susan Ann Estep specializes in Investment Management, Fee-Only Advisory. Contact their office in MISSOULA, Montana for a consultation.
What are Susan Ann Estep's credentials?
Susan Ann Estep is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Ann Estep located?
Susan Ann Estep is based in MISSOULA, Montana, working with ESTEP, GEETING, AND WEBER CAPITAL MANAGEMENT,INC.. Their office serves clients in the MISSOULA metropolitan area and surrounding communities.
How does Susan Ann Estep charge for services?
Susan Ann Estep'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 ESTEP, GEETING, AND WEBER CAPITAL MANAGEMENT,INC.?
ESTEP, GEETING, AND WEBER CAPITAL MANAGEMENT,INC. has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
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Other advisors in MISSOULA
Russell Thomas Piazza — FRONT STREET CAPITAL MANAGEMENT, INC.Michele Marie Blood — FRONT STREET CAPITAL MANAGEMENT, INC.Virginia Marie Belker — FRONT STREET CAPITAL MANAGEMENT, INC.David Jones Wild — FRONT STREET CAPITAL MANAGEMENT, INC.Robert Warren Minto — PEAK INVESTMENT MANAGEMENT, LTD.
Nearby cities in Montana
BILLINGS (43)GREAT FALLS (40)BOZEMAN (21)WHITEFISH (14)HELENA (5)
City Guides
BILLINGS GuideGREAT FALLS GuideBOZEMAN GuideWHITEFISH GuideHELENA Guide
Research
Advisor Fees in MontanaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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