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Anthony Drew Steffan

TIGEROAK MANAGEMENT, LLC·ALBUQUERQUE, New Mexico
Unclaimed Profile
316 OSUNA ROAD NE, ALBUQUERQUE, NM 87107CRD# 2404745Firm CRD# 330640
01

About

Anthony Drew Steffan is a registered financial advisor based in ALBUQUERQUE, New Mexico, affiliated with TIGEROAK MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TIGEROAK MANAGEMENT, LLC
HS WEALTH PARTNERS
AUM
$367M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at TIGEROAK MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2404745
Firm CRD# 330640
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Anthony Drew Steffan offer?
Anthony Drew Steffan specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in ALBUQUERQUE, New Mexico for a consultation.
What are Anthony Drew Steffan's credentials?
Anthony Drew Steffan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony Drew Steffan located?
Anthony Drew Steffan is based in ALBUQUERQUE, New Mexico, working with TIGEROAK MANAGEMENT, LLC. Their office serves clients in the ALBUQUERQUE metropolitan area and surrounding communities.
How does Anthony Drew Steffan charge for services?
Anthony Drew Steffan'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 TIGEROAK MANAGEMENT, LLC?
TIGEROAK MANAGEMENT, LLC has approximately 4 employees and manages $367M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New Mexico
SANTA FE (64)LAS CRUCES (6)SOCORRO (4)CARLSBAD (2)
City Guides
SANTA FE GuideLAS CRUCES GuideSOCORRO GuideCARLSBAD Guide
Research
Advisor Fees in New MexicoNational Fee Analysis
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