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ESTEP CAPITAL MANAGEMENT
ESTEP CAPITAL MANAGEMENT
MATTHEWS, North Carolina
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1 registered advisor
·
CRD# 134250
SEC# 801-63920
704-995-2935
01
Firm Overview
AUM
$30M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at ESTEP CAPITAL MANAGEMENT
1 registered advisor
Jamin Andrew Estep
MATTHEWS, North Carolina
CRD# 4912820
05
Office Locations
MATTHEWS, North Carolina
1 advisor
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Data sourced from SEC Form ADV filings. ESTEP CAPITAL MANAGEMENT (CRD# 134250) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.