STEELE FINANCIAL INC.
CRD #139863 SEC #801-67309 PENDLETON, IN 765-778-8878
SEC Registered
Total AUM
$49M
Discretionary
$100
Employees
1
Clients
251
Accounts
200
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2012 | $49M | $100 | $49M | 1 | 200 |
| Jan 2012 | $49M | $100 | $49M | 1 | 200 |
| May 2011 | $50.3M | $500 | $50.3M | 5 | -- |
| May 2011 | $50.3M | $500 | $50.3M | 5 | -- |
| Apr 2011 | $49.5M | $97 | $49.5M | 5 | -- |
| Sep 2010 | $37M | $500 | $37M | 5 | -- |
| Aug 2010 | $37M | $500 | $37M | 5 | -- |
| Jun 2009 | $28M | $0 | $28M | 5 | -- |
| Mar 2007 | $30.5M | $0 | $30.5M | 5 | -- |
| Dec 2006 | $25.9M | $0 | $25.9M | 5 | -- |
DateApr 2012
Total AUM$49M
Discretionary$100
Non-Disc.$49M
Employees1
Clients200
DateJan 2012
Total AUM$49M
Discretionary$100
Non-Disc.$49M
Employees1
Clients200
DateMay 2011
Total AUM$50.3M
Discretionary$500
Non-Disc.$50.3M
Employees5
Clients--
DateMay 2011
Total AUM$50.3M
Discretionary$500
Non-Disc.$50.3M
Employees5
Clients--
DateApr 2011
Total AUM$49.5M
Discretionary$97
Non-Disc.$49.5M
Employees5
Clients--
DateSep 2010
Total AUM$37M
Discretionary$500
Non-Disc.$37M
Employees5
Clients--
DateAug 2010
Total AUM$37M
Discretionary$500
Non-Disc.$37M
Employees5
Clients--
DateJun 2009
Total AUM$28M
Discretionary$0
Non-Disc.$28M
Employees5
Clients--
DateMar 2007
Total AUM$30.5M
Discretionary$0
Non-Disc.$30.5M
Employees5
Clients--
DateDec 2006
Total AUM$25.9M
Discretionary$0
Non-Disc.$25.9M
Employees5
Clients--