Steine & Gooch Co Inc (Nashville)

Steine & Gooch Co Inc is an adviser based in Nashville. It manages $51.39 million of regulatory assets for 131 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Tennessee.

Steine & Gooch 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.

Steine & Gooch: assets under management

The assets under management (AUM) of Steine & Gooch Co Inc is $51.39 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $51.39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $392.31 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Steine & Gooch Co 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.

Careers at Steine & Gooch Co Inc

Peggy Weil Steine has been acting as President since 1 Jul 1986. Luther Don Mcdaniel joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Lee Gooch	Principal	1 Nov 1985	25% - 50%	4345714
Jr. David Steine	Principal	1 Nov 1985	25% - 50%	4345720
Peggy Weil Steine	Director	1 Jul 1986	Other	4347235
Joe D(Avid) Crumpacker	Director	1 Jul 1986	Other	4347575
Rush Stuart Dickson	Director	1 Jul 1986	Other	4347581
Rush Stuart Dickson Iii	Director	1 Jul 1986	Other	4347581
Luther Don Mcdaniel	Chief financial officer	1 Apr 1998	Other	4347242

Based in Nashville

The principal office where Steine & Gooch Co Inc performs its advisory services is located at 1114 17 Th Avenue South, Suite 103, Nashville, TN 37212 8227 The mailing address of the firm is P. O. Box 128227, Nashville, TN 37212 8227. It doesn’t run an office outside of the United States.