STEELOAKS INVESTMENT ADVISERS, INC.

WEIRTON, West Virginia·4 registered advisors·CRD# 108197
SEC# 801-554670304-723-6700
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 ManagementWealth Management
04

Advisors at STEELOAKS INVESTMENT ADVISERS, INC.

4 registered advisors
Donald John Kendrick
WEIRTON, West Virginia
Michael Allen Payne
WEIRTON, West Virginia
Michael Joseph Orecchio
WEIRTON, West Virginia
Sara M Payne
WEIRTON, West Virginia
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.