HUNTINGTON STEELE LLC

OAKS, Pennsylvania·3 registered advisors·CRD# 126615
SEC# 801-620401610-676-1000
01

Firm Overview

AUM
$765M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at HUNTINGTON STEELE LLC

3 registered advisors
Jennifer Jean Steele
OAKS, Pennsylvania
Michael Sean Farrell
OAKS, Pennsylvania
Patricia Anne Huntington
OAKS, Pennsylvania
05

Office Locations

OAKS, Pennsylvania
3 advisors

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Data sourced from SEC Form ADV filings. HUNTINGTON STEELE LLC (CRD# 126615) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.