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STEVEN CHARLES CAPITAL LTD

Tel: 585-325-1870
200 Canal View Blvd
Suite 203
Rochester, New York  14623

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STEVEN CHARLES CAPITAL LTD

STEVEN CHARLES CAPITAL LTD is a Rochester, New York based financial advisory firm with nearly $130,000,000 in assets under management and provides investment advisory services for 114 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based

Firm CRD#:

104814

SEC#:

801-26716

No. of Clients:

114

Assets under Management

$130,000,000

No. of Advisors:

2

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