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STEADY RETURNS

STEADY RETURNS, LLC

CRD 166834 · SEC 801-121868

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AZ, United States

Phone

(561) 400-5970

Fax

(772) 382-2789

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$159.8M

Discretionary AUM

$159.8M

Team

3 total employees; 2 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees; PROMOTER FEES

Org form

Limited Liability Company

Filing date

2026-02-23

Disciplinary history

Yes

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals261$67.8M
High net worth individuals75$92.1M

States served

AZ, KS, NY, NC, OK, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD