Steinmetz Financial Planning

Steinmetz Financial Planning (CRD# 115545) is a financial advisory firm headquartered in Redwood City, CA. They manage $57,214,891 in 191 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
303 Twin Dolphin Drive, Ste. 600, Redwood City, CA 94065
http://www.steinplan.com
By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    191
    ACCOUNTS
  • Average Account Value
    $299,554
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Steinmetz Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Barbara Steinmetz, financial advisor Redwood City CA
Barbara L. Steinmetz
CRD#: 1996477
303 Twin Dolphin Drive, Ste. 600, Redwood City, CA 94065

Barbara Steinmetz (CRD# 1996477) is an Investment Advisor Representative working at Steinmetz Financial Planning in Redwood City, CA 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.

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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