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Brandon Lee Steele

MAINSAIL FINANCIAL GROUP, LLC·BELLEVUE, Washington
Unclaimed Profile
11245 SE 6TH STREET, BELLEVUE, WA 98004CRD# 5981274Firm CRD# 317970
01

About

Brandon Lee Steele is a registered financial advisor based in BELLEVUE, Washington, affiliated with MAINSAIL FINANCIAL GROUP, 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
Nonprofits & Foundations
03

Firm Overview

Firm
MAINSAIL FINANCIAL GROUP, LLC
MAINSAIL FINANCIAL GROUP
AUM
$192M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at MAINSAIL FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5981274
Firm CRD# 317970
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brandon Lee Steele offer?
Brandon Lee Steele specializes in Financial Planning, Investment Management. Contact their office in BELLEVUE, Washington for a consultation.
What are Brandon Lee Steele's credentials?
Brandon Lee Steele is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brandon Lee Steele located?
Brandon Lee Steele is based in BELLEVUE, Washington, working with MAINSAIL FINANCIAL GROUP, LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.
How does Brandon Lee Steele charge for services?
Brandon Lee Steele's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MAINSAIL FINANCIAL GROUP, LLC?
MAINSAIL FINANCIAL GROUP, LLC has approximately 6 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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