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).
Total Assets Under Management5MILLION
Total Number of Accounts1ACCOUNTS
Average Account Value$5,139,035
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
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.