Steerson Advisors
Firm details
- Headquarters
- ,
- CRD number
- 327734
- Fee structure
- Fixed Fees, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Steerson Advisors is a limited liability company that specializes in providing portfolio management services primarily for individuals and small businesses. The firm operates under a fee structure that includes both fixed fees and performance-based fees, aligning its interests with those of its clients. While not classified as a capital allocator, Steerson Advisors focuses on a client base that consists of individuals and families, offering tailored investment strategies to meet their specific financial goals.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents55%
- Non-Investment Grade Corp Bonds30%
- Exchange Traded Equities10%
- US Government Bonds5%
Contacts
1 of 1
Rafael Cuchacovich
Independent Financial AdvisorCRD 7791762
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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