Huntington Steele LLC is a large advisory firm based in Oaks. It manages $765.27 million of regulatory assets for 188 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Pennsylvania, and Washington.
Huntington Steele provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Huntington Steele LLC is $765.27 million. The firm's AUM has grown by 533% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Huntington Steele LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Huntington Steele is high net worth individuals with 150 clients and $617.17 million of assets under management. Among the 12 most similar advisory firms, Huntington Steele has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $765.27 million for 166 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Huntington Steele doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Huntington Steele LLC performs its advisory services is located at One Freedom Valley Drive, Oaks, PA 19456, which is also the mailing address of the firm. An additional office of the firm is in Seattle, WA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-676-1000 or by fax (484) 676-3479. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at huntingtonsteele.com.