Steeloaks Investment Advisers, Inc.

Steeloaks Investment Advisers, Inc. (CRD# 108197) is a financial advisory firm headquartered in Weirton, WV. They manage $223,000,000 in 173 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
135 Palm Drive, Weirton, WV 26062
http://www.steeloaks.com
By the Numbers
  • Total Assets Under Management
    223
    MILLION
  • Total Number of Accounts
    173
    ACCOUNTS
  • Average Account Value
    $1,289,017
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
Dewey Guida, financial advisor Weirton WV
Dewey J. Guida
CRD#: 4783160
3205 Pennsylvania Avenue, Penn Place, Suite 102, Weirton, WV 26062

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.

2
Donald Kendrick, financial advisor Weirton WV
Donald J. Kendrick
CRD#: 2277793
3205 Pennsylvania Ave, Penn Place, Suite 102, Weirton, WV 26062

Donald Kendrick (CRD# 2277793) is an Investment Advisor Representative working at Steeloaks Investment Advisers, Inc. in Weirton, WV and has over 29 years of experience in the finance industry.

3
Michael Payne, financial advisor Weirton WV
Michael A. Payne
CRD#: 3165948
3205 Pennsylvania Avenue, Suite 102, Weirton, WV 26062

Michael Payne (CRD# 3165948) is an Investment Advisor Representative working at Steeloaks Investment Advisers, Inc. in Weirton, WV and has over 23 years of experience in the finance industry.

4
Sara Payne, financial advisor Weirton WV
Sara M. Payne
CRD#: 3178976
3205 Pennsylvania Avenue, Penn Place, Suite 102, Weirton, WV 26062

Sara Payne (CRD# 3178976) is an Investment Advisor Representative working at Steeloaks Investment Advisers, Inc. in Weirton, WV and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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