Unclaimed Profile

Susan Ann Estep

ESTEP, GEETING, AND WEBER CAPITAL MANAGEMENT,INC.·MISSOULA, Montana

Clean recordESTEP, GEETING, AND WEBER CAPITAL MANAGEMENT,INC.

432 W SPRUCE ST., MISSOULA, MT 59802CRD# 1636058Firm CRD# 333911

Profile Verification

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

Identity

Susan Ann Estep · MISSOULA, MT

Registration

CRD #1636058 · ESTEP, GEETING, AND WEBER CAPITAL MANAGEMENT,INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

ESTEP, GEETING, AND WEBER CAPITAL MANAGEMENT,INC.

WILLOW CREEK CAPITAL MANAGEMENT, INC.

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at ESTEP, GEETING, AND WEBER CAPITAL MANAGEMENT,INC. →

Services

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1636058

Firm CRD# 333911

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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