Steeloaks Investment Advisers, Inc.

Steeloaks Investment Advisers, Inc. (CRD# 108197) is a financial advisory firm headquartered in Weirton, WV. They manage $161,000,000 in 184 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    161
    MILLION
  • Total Number of Accounts
    184
    ACCOUNTS
  • Average Account Value
    $875,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
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.

OH, PA, WV

Financial Advisors at Steeloaks Investment Advisers, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Donald J. Kendrick
CRD#: 2277793
3205 Pennsylvania Ave, Penn Place, Suite 102, Weirton, WV 26062
93
Wealthminder
score

Donald Kendrick (CRD# 2277793) is an Investment Advisor Representative working at Steeloaks Investment Advisers, Inc. in Weirton, WV and has over 25 years of experience in the finance industry.

2
Michael A. Payne
CRD#: 3165948
3205 Pennsylvania Avenue, Suite 102, Weirton, WV 26062
93
Wealthminder
score

Michael Payne (CRD# 3165948) is an Investment Advisor Representative working at Steeloaks Investment Advisers, Inc. in Weirton, WV and has over 18 years of experience in the finance industry.

3
Sara M. Payne
CRD#: 3178976
3205 Pennsylvania Avenue, Penn Place, Suite 102, Weirton, WV 26062
93
Wealthminder
score

Sara Payne (CRD# 3178976) is an Investment Advisor Representative working at Steeloaks Investment Advisers, Inc. in Weirton, WV and has over 18 years of experience in the finance industry.

4
Dewey J. Guida
CRD#: 4783160
3205 Pennsylvania Avenue, Penn Place, Suite 102, Weirton, WV 26062
87
Wealthminder
score

Dewey Guida (CRD# 4783160) is an Investment Advisor Representative working at Steeloaks Investment Advisers, Inc. in Weirton, WV and has 1 year of experience in the finance industry.

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