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Step By Step Financial
STEP BY STEP FINANCIAL, LLC is an SEC-registered investment adviser in TULSA, OK. The firm manages $63 million in assets, $57 million on a discretionary basis.
Step By Step Financial
STEP BY STEP FINANCIAL, LLC is an SEC-registered investment adviser in TULSA, OK. The firm manages $63 million in assets, $57 million on a discretionary basis. It has 2 employees and 1 investment adviser.
General information
Firm type
Single Family Office
Frequently asked questions
Who runs investment decisions at Step By Step Financial?
No publicly identified investment decision-makers exist for Step By Step Financial. The firm has no registered officers, advisory board members, or investment committee members found in public records or professional databases.
How does Step By Step Financial source proprietary deal flow?
The firm has not disclosed any deal sourcing process. Its deal flow method is unknown, and it has no publicly visible investments, co-investors, or advisory affiliations that would indicate sourcing channels.
Is Step By Step Financial structured as a single family office or does it operate more like a venture firm?
Step By Step Financial is structured as a limited liability company (LLC), a common vehicle for single-family offices. No evidence suggests it operates as a venture firm, fund manager, or multi-client entity.
Does Step By Step Financial participate in fund commitments or only direct deals?
The firm's investment approach is not publicly documented. There are no known fund commitments, direct investments, or secondary market activities attributed to this entity in any public source.
What investment stages does Step By Step Financial typically target?
No information about investment stage preferences is publicly available. The firm has not disclosed whether it targets early-stage, growth, buyout, or other investment stages.
Where does the underlying wealth come from?
The origin of wealth managed by Step By Step Financial is not publicly disclosed. No family name, industry background, or fortune source is associated with this entity in any credible public record.
Does Step By Step Financial maintain philanthropic structures, and how are they separated?
No philanthropic structures, foundations, or charitable vehicles linked to Step By Step Financial are found in public databases. The firm's relationship to any grantmaking activity is unknown.
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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