Huntington Steele LLC

Huntington Steele LLC (CRD# 126615) is a financial advisory firm headquartered in Seattle, WA. They manage $670,909,065 in 410 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1700 7th Avenue, Suite 2210, Seattle, WA 98101
http://www.huntingtonsteele.com
By the Numbers
  • Total Assets Under Management
    671
    MILLION
  • Total Number of Accounts
    410
    ACCOUNTS
  • Average Account Value
    $1,636,364
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at Huntington Steele LLC
Showing 1 - 2 of 2 top financial advisors.
1
Patricia Huntington, financial advisor Seattle WA
Patricia A. Huntington
CRD#: 1610689
925 Fourth Avenue, Suite 3700, Seattle, WA 98104
93
Wealthminder
score

Patricia Huntington (CRD# 1610689) is an Investment Advisor Representative working at Huntington Steele LLC in Seattle, WA and has over 30 years of experience in the finance industry.

2
Jennifer Steele, financial advisor Seattle WA
Jennifer J. Steele
CRD#: 4467785
925 Fourth Avenue, Suite 3700, Seattle, WA 98104
93
Wealthminder
score

Jennifer Steele (CRD# 4467785) is an Investment Advisor Representative working at Huntington Steele LLC in Seattle, WA and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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