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TIMOTHY CRAIG STEENWYK

CRD 313753

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$32.0M

Discretionary AUM

$32.0M

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Sole Proprietorship

Filing date

2026-02-02

Disciplinary history

No

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  • SEC IAPD →

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals17$9.4M
High net worth individuals5$22.0M
Charitable organizations1$600K

Official SEC filing: View on IAPD