Steven E Post, LLC is a large advisory firm based in Auburn. It manages $185.36 million of regulatory assets for 415 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Florida, Indiana, Michigan, Ohio, and Texas.
Steven E Post provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Steven E Post, LLC is $185.36 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 73% 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 Steven E Post, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Steven E Post is individuals with 378 clients and $115.97 million of assets under management. Among the 8 most similar advisory firms, Steven E Post has the 3rd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $185.36 million for 415 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.
Steven E Post doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 4 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 doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Steven E Post, LLC is owned by Joel Grimm. Steven E Post joined the executive team most recently as the Managing Member Cco.
The principal office where Steven E Post, LLC performs its advisory services is located at 1100 N Main Street, Auburn, IN 46706, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 260-925-2887 or by fax 260-925-3222. The normal business hours are 8:30am - 5:30pm on Monday - Friday.