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STEELEY ADVISORY, LLC
CRD 304870
7272 WISCONSIN AVENUE, NINTH FLOOR, BETHESDA, MD, 20814, United States
Phone
301-263-8519
Fax
301-604-8616
Registration
— (—)
Source
State registered
Total AUM
$23.2M
Discretionary AUM
$23.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $6.0M |
| High net worth individuals | 8 | $17.2M |
All web addresses on file
Official SEC filing: View on IAPD