NEXT STEPS ADVISORS, INC.
NEXT STEPS ADVISORS, INC. of BELLEVUE, WA is an SEC-registered investment adviser (CRD 301389). Regulatory assets under management: $43.0M.
Registration
- CRD: 301389
- Type: Registered investment adviser
- Location: 14205 SE 36TH ST, BELLEVUE, WA, 98006
- Phone: 425-649-1155
- Latest filing: 2026-02-23
- Regulatory AUM: $43.0M
- Discretionary AUM: $43.0M
- Clients: 1
- Accounts: 92
Business model
Compensation: % of AUM.
Clients served: Individuals, High net worth.
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