SEDONA ASSET MANAGEMENT SERVICES, LLC
SEDONA ASSET MANAGEMENT SERVICES, LLC is an SEC-registered investment adviser (CRD 132373). Regulatory assets under management: $5.5M.
Registration
- CRD: 132373
- SEC file number: 801-63380
- Type: Registered investment adviser
- Phone: 480-297-8110
- Latest filing: 2026-02-23
- Regulatory AUM: $5.5M
- Discretionary AUM: $5.5M
- Clients: 1
- Accounts: 10
Business model
Compensation: % of AUM.
Clients served: High net worth.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| STEER GEORGE CHARLES | MANAGING MEMBER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
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