John G. Steinke (Minneapolis)


John G. Steinke is a large advisory firm based in Minneapolis. It manages $101.46 million of regulatory assets for 170 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Florida, Illinois, and 3 other states.

John G. Steinke provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

John G. Steinke: assets under management

The assets under management (AUM) of John G. Steinke is $101.46 million. The firm's AUM has grown by 179% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $93.84 million in discretionary accounts and $7.61 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $572.21 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.27 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay John G. Steinke for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Minneapolis

The principal office where John G. Steinke performs its advisory services is located at 333 South 7 Th Street, Minneapolis, MN 55402, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 612-371-0590 or by fax 612-371-9869. The normal business hours are 8:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.gsinvestments.com.