Sign in Sign up for free

Steele Larson Advisors, LlLP (Mesa)


Steele Larson Advisors, LlLP is a large advisory firm based in Mesa. It manages $25 million of regulatory assets for 125 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Arizona.

Logo

Steele Larson Advisors, L provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Steele Larson Advisors, L: assets under management

The assets under management (AUM) of Steele Larson Advisors, LlLP is $25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $200 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Steele Larson Advisors, LlLP for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Mesa

The principal office where Steele Larson Advisors, LlLP performs its advisory services is located at 625 W. Southern Ave, Mesa, AZ 85210, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 480-699-5721 or by fax 480-361-9626. The normal business hours are 8:30 - 6:00 pm on Monday - Friday. You can find more information about the New York firm at www.steelelarson.com.


Registered investment advisers similar to Steele Larson Advisors, LlLP