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STEADY RETURNS
STEADY RETURNS, LLC
CRD 166834 · SEC 801-121868
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 261 | $67.8M |
| High net worth individuals | 75 | $92.1M |
States served
AZ, KS, NY, NC, OK, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD