Steamboat Investment Advisors, LLC
Steamboat Investment Advisors, LLC (CRD# 138155) is a financial advisory firm headquartered in Steamboat Springs, CO. They manage $13,536,376 in 16 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts16ACCOUNTS
Average Account Value$846,024
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Christopher Beyersdorff (CRD# 1718117) is an Investment Advisor Representative working at Steamboat Investment Advisors, LLC in Shelby Township, MI and has over 30 years of experience in the finance industry.
Douglas Fenton (CRD# 1763325) is an Investment Advisor Representative working at Steamboat Investment Advisors, LLC in Steamboat Springs, CO and has over 11 years of experience in the finance industry.