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Steve Song
24 Years of Experience
Chicago, IL
1 Disclosure
Steve Song is a registered investment advisor at Song Asset Management CO. LLC, based in Chicago, IL, with 24 years of industry experience. Steve operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 21 clients with $11M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$10.9M
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Location
Chicago, IL
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Regulatory History (1)
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Customer Dispute
May 2001Settled
Employment History
Current Registrations
Song Asset Management CO. LLC
March 2005 - Present · 21 yrs 2 mos
Previous Registrations
Citigroup Global Markets INC.
October 2001 - March 2005 · 3 yrs 5 mos
State Registrations1 state
IL
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.