Vela Investment Management, LLC

Vela Investment Management, LLC (CRD# 306678) is a financial advisory firm headquartered in New Albany, OH. They manage $397,892,003 in 278 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
220 Market Street Suite 208, New Albany, OH 43054
https://www.vela-im.com
By the Numbers
  • Total Assets Under Management
    398
    MILLION
  • Total Number of Accounts
    278
    ACCOUNTS
  • Average Account Value
    $1,431,266
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, OH

Financial Advisors at Vela Investment Management, LLC
Showing 11 - 11 of 11 top financial advisors.
11
Shaun Steiger, financial advisor New Albany OH
Shaun Steiger
CRD#: 7715189
220 Market Street Suite 208, New Albany, OH 43054

Shaun Steiger (CRD# 7715189) is an Investment Advisor Representative working at Vela Investment Management, LLC in New Albany, OH and has 1 year of experience in the finance industry.

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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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