STEELE FINANCIAL INC.

PENDLETON, Indiana·1 registered advisor·CRD# 139863
SEC# 801-67309765-778-8878
01

Firm Overview

AUM
$49M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at STEELE FINANCIAL INC.

1 registered advisor
Tamara Rae Steele
PENDLETON, Indiana
05

Office Locations

PENDLETON, Indiana
1 advisor

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Data sourced from SEC Form ADV filings. STEELE FINANCIAL INC. (CRD# 139863) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.