Steve Finkel Capital Management, LLC
Steve Finkel Capital Management, LLC (CRD# 157896) is a financial advisory firm headquartered in Summerland, CA. They manage $4,000,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts5ACCOUNTS
Average Account Value$800,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
Steven Finkel (CRD# 3015513) is an Investment Advisor Representative working at Steve Finkel Capital Management, LLC in Summerland, CA and has over 19 years of experience in the finance industry.