Steele Larson Anderson, LlLP is a large advisory firm based in Gilbert. It manages $25 million of regulatory assets for 125 client accounts. It has been registered with the SEC as an adviser since 2008.
Steele Larson Anderson, L provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Steele Larson Anderson, LlLP is $25 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -32% 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 Steele Larson Anderson, LlLP 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 principal office where Steele Larson Anderson, LlLP performs its advisory services is located at 1760 E. Pecos Rd., Gilbert, AZ 85295, 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 480-699-5721 or by fax 480-361-9626. The normal business hours are 8:30 - 6:00 pm on Monday - Friday. You can find more information about the New York firm at www.steelelarson.com.