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Steinmetz Financial Planning
STEINMETZ FINANCIAL PLANNING is a state-registered investment adviser in REDWOOD CITY, CA. The firm manages $61 million in regulatory assets.
Steinmetz Financial Planning
STEINMETZ FINANCIAL PLANNING is a state-registered investment adviser in REDWOOD CITY, CA. The firm manages $61 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
City
Redwood City
Principals
Stefan Steinmetz
Principal
Sector focus
Frequently asked questions
What is Steinmetz Financial Planning?
Steinmetz Financial Planning is a ria headquartered in Redwood City.
Where is Steinmetz Financial Planning headquartered?
Steinmetz Financial Planning is headquartered in Redwood City.
What does Altss track for Steinmetz Financial Planning?
Altss maintains an OSINT-verified profile of Steinmetz Financial Planning covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Steinmetz Financial Planning's website?
Steinmetz Financial Planning's public website is steinplan.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Steinmetz Financial Planning?
Steinmetz Financial Planning is classified by Altss as a RIA.
How does Altss source intelligence on Steinmetz Financial Planning?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Steinmetz Financial Planning's Altss profile last updated?
Steinmetz Financial Planning's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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