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Nathan Andrew Steele

BWM PLANNING LLC·THE WOODLANDS, Texas
Unclaimed Profile
8111 ASHLANE WAY, THE WOODLANDS, TX 77382CRD# 7620095Firm CRD# 304855
01

About

Nathan Andrew Steele is a registered financial advisor based in THE WOODLANDS, Texas, affiliated with BWM PLANNING LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BWM PLANNING LLC
BROWNLEE WEALTH MANAGEMENT
AUM
$212M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BWM PLANNING LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7620095
Firm CRD# 304855
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nathan Andrew Steele offer?
Nathan Andrew Steele specializes in Financial Planning, Investment Management. Contact their office in THE WOODLANDS, Texas for a consultation.
What are Nathan Andrew Steele's credentials?
Nathan Andrew Steele is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nathan Andrew Steele located?
Nathan Andrew Steele is based in THE WOODLANDS, Texas, working with BWM PLANNING LLC. Their office serves clients in the THE WOODLANDS metropolitan area and surrounding communities.
How does Nathan Andrew Steele charge for services?
Nathan Andrew Steele's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BWM PLANNING LLC?
BWM PLANNING LLC has approximately 3 employees and manages $212M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BWM PLANNING LLC

Jared Michael Machen
THE WOODLANDS, TX
David Martin Rogenmoser
HOUSTON, TX
Justin Douglas Brownlee
THE WOODLANDS, TX

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Research
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