Assets Under Management
$1.4B
Number of Clients
878
Number of Advisors
7
Average Client AUM
$1.5M
AUM per Advisor
$194.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Steel Grove offers wealth management and financial planning services, including investment management, retirement planning, cash flow analysis, and tax planning. They create customized portfolio strategies based on client goals, risk tolerance, and financial situations. They may recommend mutual funds, ETFs, and individual securities.
5100 Poplar Avenue, Suite 3100, Memphis, TN, 38137