Step Financial Services, LLC
Step Financial Services, LLC (CRD# 173864) is a financial advisory firm headquartered in , . They manage $5,000,000 in 21 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Step Financial Services, LLC
By the Numbers
-
Total Assets Under Management5MILLION
-
Total Number of Accounts21ACCOUNTS
-
Average Account Value$238,095
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Step Financial Services, LLC
1
Janet Larsen (CRD# 4579662) is an Investment Advisor Representative working at Step Financial Services, LLC in Seal Beach, CA and has over 21 years of experience in the finance industry.
2
Brian Saylors (CRD# 6464572) is an Investment Advisor Representative working at Step Financial Services, LLC in Seal Beach, CA and has 1 year of experience in the finance industry.
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