Steady Returns

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

10304 SW Captiva Dr, Port Saint Lucie, F...

Phone Number

(561) 501-5682

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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Jul
ZI Rank
1
1
1
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About Steady Returns

Steady Returns, LLC is a Registered Investment Adviser (RIA) focused on providing financial advice to retirees and high net worth investors. The company utilizes significant long-term demographic trends to inform their investment strategies, particularly in response to the growing healthcare sector due to an aging population. They offer tailored investment management and 401(k) services designed for small businesses, ensuring clients have easy access to their financial information and regular updates. Committed to simplifying the investment process, Steady Returns emphasizes personalized communication and minimal paperwork for their clients.Explore more
Steady Returns's Social MediaPopular SearchesSteady Returns LLCSIC Code 62,628NAICS Code 52,523Show more

Steady Returns Org Chart

PhoneEmail
CB
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Director, Client Service

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Steady Returns

<$5M
1-10
Private
-
2012
CB
Christopher BurrDirector, Client Service
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
KC
Kristen CrouthamelFinancial Advisor
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2002
N/A
<$5M
1-10
Private
-
2014
Mark Alcorn, President & Wealth Advisor at Diversified Wealth Management Solutions
Mark AlcornPresident & Wealth Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Steady Returns is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Steady Returns is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Steady Returns.

Steady Returns Tech Stack

A closer look at the technologies used by Steady Returns

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Frequently Asked Questions Regarding Steady Returns

What is Steady Returns's official website?
Steady Returns's official website is www.steady-returns.com
What is Steady Returns's Revenue?
Steady Returns's revenue is <$5 Million
What is Steady Returns's SIC code?
Steady Returns's SIC: 62,628
What is Steady Returns's NAICS code?
Steady Returns's NAICS: 52,523
How many employees does Steady Returns have?
Steady Returns has 1-10 employees
What industry does Steady Returns belong to?
Steady Returns is in the industry of: Finance, Securities Trading
What is Steady Returns competition?
Steady Returns top competitors include: Diversified Wealth Management Solutions, MFC Portfolios, Stockade Wealth Management, Lawrence Russell
What technology does Steady Returns use?
Some of the popular technologies that Steady Returns uses are: Sentry, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager, Redtail CRM
How do I contact Steady Returns?
Steady Returns contact info: Phone number: (561) 501-5682 Website: www.steady-returns.com
What does Steady Returns do?

Steady Returns, LLC is a Registered Investment Adviser (RIA) focused on providing financial advice to retirees and high net worth investors. The company utilizes significant long-term demographic trends to inform their investment strategies, particularly in response to the growing healthcare sector due to an aging population. They offer tailored in... vestment management and 401(k) services designed for small businesses, ensuring clients have easy access to their financial information and regular updates. Committed to simplifying the investment process, Steady Returns emphasizes personalized communication and minimal paperwork for their clients.Read More

What are Steady Returns social media links?
Steady Returns Linkedin page Steady Returns Facebook page
Is Steady Returns a public company?
Steady Returns is private company therefore does not currently have an official ticker symbol
See more information about Steady Returns

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