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
https://www.linkedin.com/company/steady-returns-llc/about/
By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    514
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

AZ, FL, KS, NC, OK, TX, VA

Financial Advisors at Steady Returns
Showing 1 - 2 of 2 top financial advisors.
1
Christopher Burr, financial advisor Port Saint Lucie FL
Christopher V. Burr
CRD#: 2893358
Port Saint Lucie, FL

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, financial advisor Charlotte NC
Michael W. Burr
CRD#: 5102722
Charlotte, NC

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.

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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