STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS
Firm details
- Headquarters
- LEESBURG, Virginia
- CRD number
- 111685
- Registered since
- July 7, 1998
- Website
- sgkwealthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.43%
- Individuals11.82%
- Charitable Organizations0.76%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Steigerwald, Gordon & Koch - Wealth Advisors is an independent, SEC-registered advisory corporation that has been operating since 1998. The firm is individually owned and serves both high-net-worth individuals and families as well as institutional clients. Its advisory work centers on financial planning and discretionary portfolio management for individuals, small businesses, and other institutions. The firm bills clients using a mix of asset-based fees, hourly charges, and fixed fees, and identifies itself as an active ESG investor. It does not serve as a capital allocator or pension consultant, and it is not listed as a newly formed or related adviser.
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
- Exchange Traded Equities76%
- Investment Grade Corp Bonds12%
- US Government Bonds5%
- Public Funds/Mutual Funds3%
- State & Local Bonds2%
Contacts
3 of 10JEFFREY GORDON
Co-Founder and PartnerCRD 2790564
JENNIFER MASCARENAS
Financial PlannerCRD 2839503
DARREN KOCH
Partner, Co-FounderCRD 2359709
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 216Active vs passive
$37.1M in ETFs
93%
$34.4M
2%
$2.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $10.3M | 15,723 | 27.66% |
Location
LEESBURG, VA
LOUDOUN
Location
LEESBURG, VA
Headquartered in LEESBURG, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- LOUDOUN
- Address
- 893A Harrison St SE
- Time zone
- ET (UTC-5)
- Office locations
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