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STEP BY STEP FINANCIAL, LLC
CRD 146345
9717 E. 42ND ST., SUITE 103, TULSA, OK, 74146, United States
Phone
918-806-1030
Fax
918-806-1030
Registration
— (—)
Source
State registered
Total AUM
$62.9M
Discretionary AUM
$56.9M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $20.9M |
| High net worth individuals | 16 | $36.0M |
All web addresses on file
Official SEC filing: View on IAPD