Steefel Capital Management

Steefel Capital Management (CRD# 282063) is a financial advisory firm headquartered in Palo Alto, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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.

CA

Financial Advisors at Steefel Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Steefel
CRD#: 6579532
Palo Alto, CA
90
Wealthminder
score

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

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