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STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS
STEIGERWALD, GORDON & KOCH INC.
CRD 111685 · SEC 801-55694
893-A HARRISON STREET, S.E., LEESBURG, VA, 20175, United States
Phone
703-777-8826
Fax
703-777-5063
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.32B
Discretionary AUM
$1.32B
Team
16 total employees; 10 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 305 | $156.3M |
| High net worth individuals | 388 | $1.16B |
| Charitable organizations | 16 | $10.0M |
States served
CA, DC, GA, LA, MD, NY, NC, PA, SC, VA, WV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD