Investment adviser · CRD 139863

STEELE FINANCIAL INC.

Investment adviser filing (IA)

PENDLETON, IN, United States · Form ADV filed Apr 11, 2012

Regulatory AUM
$49M
Form ADV · Item 5.F
Client accounts
200
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 11, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

131 N. PENDLETON AVENUE
PENDLETON, IN, 46064, United States

CRD 139863

Filing source

Form ADV 639652 · Apr 11, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.