STEP CHANGE ADVISORS, LLC
  • STEP CHANGE ADVISORS, LLC

Adviser Profile

As of Date 12/08/2024
Registration status Terminated
ADV Location SAINT LOUIS, MO, United States
Contact Info 314 xxxxxxx
Websites
AUM* 110,694,910 5%
of that, discretionary 57,402,162 4%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 2,128,748 7%
% High Net Worth 40.63% -46%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

74M 63M 53M 42M 32M 21M 11M
2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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