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Von Steen Asset Management Inc (Miami Beach)


Von Steen Asset Management Inc is an adviser based in Miami Beach. It manages $28.39 million of regulatory assets for 42 client accounts. It has been registered with the SEC as an adviser since 2001.

Von Steen Asset Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Von Steen Asset Management: assets under management

The assets under management (AUM) of Von Steen Asset Management Inc is $28.39 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -58% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $28.39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $675.93 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Von Steen Asset Management Inc 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 Miami Beach

The principal office where Von Steen Asset Management Inc performs its advisory services is located at 750 Espanola Way, Miami Beach, FL 33139, 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 305-604-6303 or by fax NONE. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


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