DIRECTORY OF REGISTERED ADVISORS
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Local Professionals
STEELOAKS INVESTMENT ADVISERS, INC.
Tel: 304-723-6700
135 Palm Drive Weirton, West Virginia 26062
STEELOAKS INVESTMENT ADVISERS, INC.
STEELOAKS INVESTMENT ADVISERS, INC. is a Weirton, West Virginia based financial advisory firm with nearly $151,000,000 in assets under management and provides investment advisory services for 277 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 , Pesnsion consulting services , Other (CONSULTING, INSTITUTIONAL RESEARCH & ANALYSIS)
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
108197
SEC#:
801-55467
No. of Clients:
277
Assets under Management
$151,000,000
No. of Advisors:
2
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