Steven Glenn Check

Check Capital Management INC

34 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Check Capital Management INC

Compensation

Fee-Only (AUM)

Firm Size

9 advisors

Number of Clients

1,193 clients

Average Client Portfolio

$1.8M average

Assets Under Management

$2.1B

Fee Structure

Minimum Investment:$500K

Financial Planning:Investment management only

Location

575 Anton Blvd. #570, Costa Mesa, CA, 92626

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Check Capital Management INC

April 1991 - Present · 34 yrs 10 mos

State Registrations6 states

AZCAMNNVTXWA

Advisor

Exams

No exam information available for this advisor.