Steele Capital Management, based in Dubuque, IA, is ranked No. 51 on the 2023 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.
Total AUM: $2.3B (AccuPoint Solutions)
Years in Business: 27 (AccuPoint Solutions)
Accounts Under Management: 3,911 (AccuPoint Solutions)
Previous appearances on FA 100 List: 4 (No. 49 in 2022)
Principals:
Mike Steele, Chief Executive Officer
Money Report
Mike Doyle, President
Contact:
1000 Jackson Street, Suite 201, Dubuque, IA 52001
(800) 397-2097
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