HUNTINGTON STEELE LLC

OAKS, Pennsylvania·5 registered advisors·CRD# 126615
SEC# 801-620401610-676-1000
01

Firm Overview

AUM
$765M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
5
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

5 registered advisors
Jennifer Jean Steele
OAKS, Pennsylvania
John Charles Munch
OAKS, Pennsylvania
Michael Sean Farrell
OAKS, Pennsylvania
Patricia Anne Huntington
OAKS, Pennsylvania
Scott Matthew Healey
SEATTLE, Washington
05

Office Locations

OAKS, Pennsylvania
4 advisors
SEATTLE, Washington
1 advisor

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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.