Steady Returns
Steady Returns (CRD# 166834) is a financial advisory firm headquartered in , . They manage $127,609,506 in 514 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
Steady Returns
By the Numbers
-
Total Assets Under Management128MILLION
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Total Number of Accounts514ACCOUNTS
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Average Account Value$248,268
Compensation Options
- A percentage of assets under your management
- Performance-based fees
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, FL, KS, NC, OK, TX, VA
Financial Advisors at Steady Returns
1
Christopher Burr (CRD# 2893358) is an Investment Advisor Representative working at Steady Returns in Port Saint Lucie, FL and has over 14 years of experience in the finance industry.
2
Michael Burr (CRD# 5102722) is an Investment Advisor Representative working at Steady Returns in Charlotte, NC and has over 18 years of experience in the finance industry.
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