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Steeloaks Investment Advisers, Inc.

● SEC registered since 1998CRD 108197SEC# 801-55467Weirton, WV
Export (members)
Reg. AUM
$166M
Employees
2
Accounts
266
Location
Weirton, WV

Steeloaks Investment Advisers, Inc. assets under management

Steeloaks Investment Advisers, Inc. is an investment advisory firm registered with the SEC based in Weirton, WV. The firm has been registered since 1998. It reports $166 million in regulatory assets under management and employs 2 people.
www.steeloaks.comView on SEC.gov ↗

Steeloaks Investment Advisers, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Michael Allen Payne ControlChairman/Ceo/Chief Compliance Officer50-75%2021
Sara M Payne ControlCoo50-75%2021

Frequently asked questions

How much does Steeloaks Investment Advisers, Inc. manage?

Steeloaks Investment Advisers, Inc. reports $166 million in regulatory assets under management on its Form ADV.

How many employees does Steeloaks Investment Advisers, Inc. have?

Steeloaks Investment Advisers, Inc. reports 2 employees.

Where is Steeloaks Investment Advisers, Inc. located?

Steeloaks Investment Advisers, Inc. is based in Weirton, WV and has been SEC-registered since 1998.

Does Steeloaks Investment Advisers, Inc. disclose fund performance?

Steeloaks Investment Advisers, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address135 Palm Drive, Weirton, WV 26062
Phone304-723-6700
Fax304-723-5999
Office hours9:30 A.M - 4:30 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$163M
Non-discretionary$3M
Total (RAUM)$166M