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NEXT STEPS ADVISORS, INC.
CRD 301389
14205 SE 36TH ST, STE 100, BELLEVUE, WA, 98006, United States
Phone
425-649-1155
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$43.0M
Discretionary AUM
$43.0M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $7.0M |
| High net worth individuals | 24 | $36.0M |
All web addresses on file
Official SEC filing: View on IAPD