Step Advisers, LLC
● SEC registered since 2022CRD 322349SEC# 801-126160San Mateo, CA
Reg. AUM
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Employees
1
Accounts
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Location
San Mateo, CA
About Step Advisers
Step Advisers is associated with Step, an all-in-one money app for the next generation with banking, savings rewards, cashback, and credit-building tools. It offers financial literacy and independence-focused products for younger users.
Summary based on the firm’s website.
Step Advisers, LLC assets under management
Step Advisers, LLC is an investment advisory firm registered with the SEC based in San Mateo, CA. The firm has been registered since 2022. It employs 1 people.
Step Advisers, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| George Lucas Bowen Control | Chief Compliance Officer | Under 5% | 2024 |
| Step Financial LLC Control | Sole Member | Over 75% | 2026 |
| Beast Industries Co. Control | Member | Over 75% | 2026 |
| James Stephen Donaldson Control | Founder | Over 75% | 2022 |
Frequently asked questions
How many employees does Step Advisers, LLC have?
Step Advisers, LLC reports 1 employees.
Where is Step Advisers, LLC located?
Step Advisers, LLC is based in San Mateo, CA and has been SEC-registered since 2022.
Does Step Advisers, LLC disclose fund performance?
Step Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 300 S. Ellsworth Ave., San Mateo, CA 94401 |
| Phone | 650-241-8184 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 94%
More than 6% of 16,804 advisers