HUCKSTEP ASSET MANAGEMENT, LLC

RIASEC Registered

Total AUM

$267K

Discretionary

$267K

100% of AUM

Avg account

$22.3K

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 ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Huckstep Asset Management, LLC is an independent registered investment advisor focused on providing financial planning and portfolio management services to individuals and families. The firm operates as a limited liability company and is owned by an individual. Its business activities encompass a range of advisory services, including portfolio management for individuals, small businesses, pooled investment vehicles, and institutions. The firm also conducts educational seminars and workshops to enhance client understanding of financial matters. Huckstep Asset Management does not actively engage in ESG investing and operates as a single-state adviser.