RIA Intelligence

STEP ADVISERS, LLC

CRD #322349 SEC #801-126160 PALO ALTO, CA (650) 459-0600
SEC Registered
Total AUM
--
Discretionary
--
Employees
3
Clients
--
Accounts
--

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 23, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BOWEN, GEORGE, LUCASICHIEF COMPLIANCE OFFICERNA Control
BOWEN, GEORGE, LUCASICHIEF COMPLIANCE OFFICERNA Control
BOWEN, GEORGE, LUCASICHIEF COMPLIANCE OFFICERNA Control
BOWEN, GEORGE, LUCASICHIEF COMPLIANCE OFFICERNA Control
PUSHPARAJ, KIRUPAICHIEF COMPLIANCE OFFICERNA Control
PUSHPARAJ, KIRUPAICHIEF COMPLIANCE OFFICERNA Control
PUSHPARAJ, KIRUPAICHIEF COMPLIANCE OFFICERNA Control
PUSHPARAJ, KIRUPAICHIEF COMPLIANCE OFFICERNA Control
PUSHPARAJ, KIRUPAICHIEF COMPLIANCE OFFICERNA Control
PUSHPARAJ, KIRUPAICHIEF COMPLIANCE OFFICERNA Control
PUSHPARAJ, KIRUPAICHIEF COMPLIANCE OFFICERNA Control
STEP, INC.DESOLE MEMBERE Control
STEP, INC.DESOLE MEMBERE Control
STEP, INC.DESOLE MEMBERE Control
STEP, INC.DESOLE MEMBERE Control
STEP, INC.DESOLE MEMBERE Control
STEP, INC.DESOLE MEMBERE Control
STEP, INC.DESOLE MEMBERE Control
STEP, INC.DESOLE MEMBERE Control
STEP, INC.DESOLE MEMBERE Control
STEP, INC.DESOLE MEMBERE Control
STEP, INC.DESOLE MEMBERE Control

Registrations

Federal

IA
Jun 23, 2025 REGISTERED

Notice Filings (50)

AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV

Address

380 PORTAGE AVE
PALO ALTO, CA 94306
United States
Phone: (650) 459-0600