Steerson Advisors
RIAState Registered
Total AUM
$4.3M
Discretionary
$0
0% of AUM
Avg account
$1.4M
Accounts
3
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 327734
- Website
- www.steeradv.com
- Fee structure
- Fixed Fees, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Steerson Advisors is an independent, Florida-based limited liability company that provides portfolio management primarily for individual and family clients, as well as small businesses. The firm is owned by an individual and operates with a fee structure that includes both fixed fees and performance-based fees. Steerson Advisors does not identify as an active ESG investor and is not positioned as a multi-state adviser or a capital allocator.
Assets & Accounts
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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