STEP ADVISERS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Employees | 1 |
| Peak AUM | $0Jun 2022 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Employees | 1 | 66.7% | 29.3% | 25.4% | |
Key Metrics
| Total AUM | N |
| Employees | 1 |
Contact & Location
Address
380 PORTAGE AVE
PALO ALTO CA 94306
Phone
650-241-8184
Filing History
12 ADV Part 1 submissions
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported