Steigerwald, Gordon & Koch is an investment advisor in Leesburg with $969.17 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
541807695
SEC advisor number
801-55694
FINRA CRD number
111685
AUM ?
$969.17 mm
(as of 13 Oct 22)
Accounts
1,811
(as of 13 Oct 22)
Employees
13
(5 investment advisory or research)
Address
Steigerwald, Gordon & Koch
893-A HARRISON STREET, SE
LEESBURG
VA 20175
893-A HARRISON STREET, SE
LEESBURG
VA 20175
Office hours
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Phone
7037778826
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Steigerwald, John, Stephen | Chief Executive Officer/chief Compliance Officer | 06/1996 | 50-75% |
Gordon, Jeffrey, Andrew | President | 10/2005 | 10-25% |
Koch, Darren, Anthony | Vice President | 10/2009 | 10-25% |
Wiggins, Jennifer, Lauren | Corporate Secretary/treasurer | 05/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Apr 24
13F-HR
Quarterly holdings report by institutional manager
16 Jan 24
13F-HR
Quarterly holdings report by institutional manager
11 Oct 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
12 Oct 22
13F-HR
Quarterly holdings report by institutional manager
14 Jul 22
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22