Gregory Steele is a CFP-designated registered investment advisor at G.C. Steele & Company, based in Solvang, CA, with 8 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 31 clients with $19M in assets under management.
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GC Steele & Company offers investment management services designed for accounts needing ongoing portfolio management. The firm emphasizes understanding your specific needs, such as income requirements, growth goals, risk tolerance, and tax situation. They focus on asset allocation, fundamental investment selection, and low trading levels, using no-load mutual funds and exchange-traded funds.
Location
Solvang, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
G.C. Steele & Company
State Registrations1 state
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