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STEINMETZ FINANCIAL PLANNING

STEINMETZ, BARBARA LYNN

CRD 115545

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303 TWIN DOLPHIN DRIVE, STE. 600, REDWOOD CITY, CA, 94065, United States

Phone

650-401-3800

Fax

650-401-3830

Registration

— (—)

Source

State registered

Total AUM

$60.7M

Discretionary AUM

$60.7M

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-01-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals7$3.4M
High net worth individuals22$57.3M

All web addresses on file

Official SEC filing: View on IAPD