STEP FINANCIAL SERVICES, LLC

STEP FINANCIAL SERVICES, LLC is an SEC-registered investment adviser (CRD 173864). Regulatory assets under management: $5.0M.

Registration

• CRD: 173864
• Type: Registered investment adviser
• Phone: 562-384-7837
• Latest filing: 2026-03-12
• Regulatory AUM: $5.0M
• Non-discretionary AUM: $5.0M
• Clients: 1
• Accounts: 15

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173864 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search