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).

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 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 29 years of experience in the finance industry.

2
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.

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