Allocator Index · CRD 107999
STEPP & ROTHWELL INC
Overland Park, KS · 913-345-4800 · facebook.com/steppandrothwell
Fit score
58
- aum $250M-$3.0B+22
- hnw>=200+20
- hnw_majority+8
- employees 3-60+8
HNW clients
274
Other individuals
65
HNW assets
$1.01B
Total AUM
$1.06B
Employees
25
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported.