Steelyard Investment Management

Steelyard Investment Management (CRD# 169913) is a financial advisory firm headquartered in , . They manage $40,736 in 1 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $40,736
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, TX

Financial Advisors at Steelyard Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
James E. Holbach
CRD#: 6306468
San Francisco, CA
89
Wealthminder
score

James Holbach (CRD# 6306468) is an Investment Advisor Representative working at Steelyard Investment Management in San Francisco, CA and has over 2 years of experience in the finance industry.

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