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).

Current Firm Details
135 Palm Drive, Weirton, WV 26062
http://www.steeloaks.com
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 Kendrick, financial advisor Weirton WV
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 24 years of experience in the finance industry.

2
Michael Payne, financial advisor Weirton WV
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 Payne, financial advisor Weirton WV
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 Guida, financial advisor Weirton WV
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.

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.

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