Estep Capital Management
Estep Capital Management (CRD# 134250) is a financial advisory firm headquartered in , . They manage $13,864,000 in 35 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Estep Capital Management
By the Numbers
-
Total Assets Under Management14MILLION
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Total Number of Accounts35ACCOUNTS
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Average Account Value$396,114
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, NC
Financial Advisors at Estep Capital Management
1
Jamin Estep (CRD# 4912820) is an Investment Advisor Representative working at Estep Capital Management in New Orleans, LA and has over 19 years of experience in the finance industry.
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