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STEP ADVISERS, LLC

CRD 322349 · SEC 801-126160

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380 PORTAGE AVE, PALO ALTO, CA, 94306, United States

Phone

650-241-8184

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps; 80707 broker-dealer reps

Clients

—

Fees

NONE

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals80707$0

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD