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STEELOAKS INVESTMENT ADVISERS, INC.
STEELOAKS INVESTMENT ADVISERS, INC.
WEIRTON, West Virginia
·
4 registered advisors
·
CRD# 108197
SEC# 801-55467
0
304-723-6700
01
Firm Overview
AUM
$151M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
Wealth Management
04
Advisors at STEELOAKS INVESTMENT ADVISERS, INC.
4 registered advisors
Donald John Kendrick
WEIRTON, West Virginia
CRD# 2277793
Michael Allen Payne
WEIRTON, West Virginia
CRD# 3165948
Michael Joseph Orecchio
WEIRTON, West Virginia
CRD# 4417754
Sara M Payne
WEIRTON, West Virginia
CRD# 2258856
05
Office Locations
WEIRTON, West Virginia
4 advisors
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Data sourced from SEC Form ADV filings. STEELOAKS INVESTMENT ADVISERS, INC. (CRD# 108197) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.