Unclaimed Profile

James Paul Steiner

1834 INVESTMENT ADVISORS CO.·MILWAUKEE, Wisconsin

Clean record1834 INVESTMENT ADVISORS CO.

511 N BROADWAY, MILWAUKEE, WI 53202CRD# 2250568Firm CRD# 105435

Profile Verification

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

Identity

James Paul Steiner · MILWAUKEE, WI

Registration

CRD #2250568 · 1834 INVESTMENT ADVISORS CO.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Paul Steiner is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with 1834 INVESTMENT ADVISORS CO.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

1834 INVESTMENT ADVISORS CO.

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at 1834 INVESTMENT ADVISORS CO. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2250568

Firm CRD# 105435

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Paul Steiner offer?

James Paul Steiner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are James Paul Steiner's credentials?

James Paul Steiner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Paul Steiner located?

James Paul Steiner is based in MILWAUKEE, Wisconsin, working with 1834 INVESTMENT ADVISORS CO.. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does James Paul Steiner charge for services?

James Paul Steiner'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 1834 INVESTMENT ADVISORS CO.?

1834 INVESTMENT ADVISORS CO. has approximately 28 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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