Steefel Capital Management

Steefel Capital Management (CRD# 282063) is a financial advisory firm headquartered in San Mateo, CA. They manage $5,139,035 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.


Financial Advisors at Steefel Capital Management
Showing 1 - 1 of 1 top financial advisors.
Daniel Steefel
CRD#: 6579532
1 Waters Park Drive, Suite 129, San Mateo, CA 94403

Daniel Steefel (CRD# 6579532) is an Investment Advisor Representative working at Steefel Capital Management in San Mateo, CA and has 1 year of experience in the finance industry.

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