Timothy Craig Steenwyk
RIAState Registered
Total AUM
$32M
Discretionary
$32M
100% of AUM
Avg account
$696K
Accounts
46
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 313753
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI68.75%
- Individuals29.38%
- Charitable Organizations1.88%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Timothy Craig Steenwyk operates as a sole-proprietorship independent RIA that provides fee-based portfolio management primarily to individuals, families and small-business clients. The firm bills on a percentage-of-AUM basis and focuses on discretionary portfolio management rather than pension consulting or institutional consulting mandates. The adviser is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities96%
- Cash & Cash Equivalents4%
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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