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Steele Capital Management, INC.

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Assets Under Management

$3.0B

Number of Clients

1,601

Number of Advisors

13

Average Client AUM

$1.9M

AUM per Advisor

$233.1M

Compensation

Fee-Only (AUM)

About This Firm

Steele Capital Management (SCM) offers investment advisory services to individuals and company-sponsored retirement plans. SCM provides asset management and financial planning to individuals. For retirement plans, SCM offers investment advice, research, and analysis of investment alternatives. SCM is primarily owned and operated by its principals.

Fee Structure

Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Location

1000 Jackson Street, Suite 201, Dubuque, IA, 52001

13 Advisors at this firm

BL
CFP
Bradley Lewis
BW
Brett Allen Wessels
CB
CFP
Christopher Matthew Boxleiter
DO
Dawn Marie Otting
JK
Jennifer Cecelia Kettering
KM
Kathryn Lynn Moran
MS
Martin John Smith
MS
ChFC
Michael Daniel Steele
NH
Nicholas Brennan Hoffmann
NS
CFP
Nicholas Patrick Smith
TH
Thomas Joseph Halatek
TS
Trent Steines
VH
Vernon Harold Henjes
Steele Capital Management, Inc. | TrueAdvisor