Huckstep Asset Management, LLC

RIAState Registered

Total AUM

$10.3M

Discretionary

$5.9M

57% of AUM

Avg account

$180K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Oak Park, Illinois
CRD number: 308437
Website: www.huckstepassetmanagement.com
Custodians: TD AMERITRADE, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Huckstep Asset Management, LLC is an independent, individual-owned registered investment adviser that serves primarily individual and family clients. The firm provides fee-based financial planning and portfolio management across a range of client types, including individuals, small businesses, pooled investment vehicles and institutional/business accounts. Its billing options include a percentage of assets under management, hourly fees and fixed-fee arrangements. Huckstep does not identify as an active ESG investor and is not described as a multi-state or pension consultant adviser.