RIA Intelligence

STEP CHANGE ADVISORS, LLC

CRD #153299 SEC #801-123287 SAINT LOUIS, MO 314-517-6845
SEC Registered
Total AUM
$110.7M
Discretionary
$57.4M
Employees
1
Clients
--
Accounts
52

AUM Over Time

DateJan 2024
Total AUM$110.7M
Discretionary$57.4M
Non-Disc.$53.3M
Employees1
Clients0
DateFeb 2023
Total AUM$105.8M
Discretionary$55M
Non-Disc.$50.8M
Employees1
Clients0
DateJan 2022
Total AUM$122.7M
Discretionary$74M
Non-Disc.$48.7M
Employees1
Clients0
DateJan 2022
Total AUM$122.7M
Discretionary$74M
Non-Disc.$48.7M
Employees1
Clients0
DateJan 2022
Total AUM$122.7M
Discretionary$74M
Non-Disc.$48.7M
Employees1
Clients0
DateJan 2012
Total AUM$41M
Discretionary$11.9M
Non-Disc.$29.1M
Employees1
Clients1
DateMay 2011
Total AUM$39.1M
Discretionary$11.4M
Non-Disc.$27.7M
Employees5
Clients--
DateMar 2011
Total AUM$39.1M
Discretionary$11.4M
Non-Disc.$27.7M
Employees5
Clients--