Updated:
STEED INVESTMENTS
Steed Investments offers independent investment advice and comprehensive financial planning. Financial planning is comprehensive, independent, and...
Overview
Steed Investments offers independent investment advice and comprehensive financial planning. Financial planning is comprehensive, independent, and client-focused. Consulting covers oil and gas legacy, financial, real estate, and small business. The firm is not taking new financial planning clients but is available to consult oil and gas families.
General information
Firm type
RIA
Year founded
2002
Location
Region
North America
Country
United States
City
Graford
Principals
Gelasia Steed Bennett
CFP
Gelasia Steed
Certified Financial Planner (TM)
Sector focus
Frequently asked questions
Where does the wealth of Steed Investments come from?
The source of wealth behind Steed Investments has not been identified in public records. Without a disclosed corporate history, a named operating business, or a recognizable founder, the industry or liquidity event that generated the underlying capital remains unknown. This is not uncommon for family offices in the United States that elect not to publicize their financial origins.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research STEED INVESTMENTS in Altss
Explore available research and relationship coverage for this adviser in Altss.