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).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $846,024
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • 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)
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.

CO, MI

Financial Advisors at Steamboat Investment Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Christopher P. Beyersdorff
CRD#: 1718117
Shelby Township, MI
93
Wealthminder
score

Christopher Beyersdorff (CRD# 1718117) is an Investment Advisor Representative working at Steamboat Investment Advisors, LLC in Shelby Township, MI and has over 29 years of experience in the finance industry.

2
Douglas G. Fenton
CRD#: 1763325
2155 Resort Drive, Suite 225, Steamboat Springs, CO 80487
93
Wealthminder
score

Douglas Fenton (CRD# 1763325) is an Investment Advisor Representative working at Steamboat Investment Advisors, LLC in Steamboat Springs, CO and has over 10 years of experience in the finance industry.

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