ETF PROAI
ria

Steadmont Advisors

BIRMINGHAM, AL
CRD: 328882
In PWD coverage since August 14, 2026 · 1 story
$431MRegulatory AUMSEC Form ADV · Aug 15
5EmployeesForm ADV
PWD coverage
RIA

Treasury proposes $2,500 pre-tax Trump Account contributions

Advisors should weigh the modest deduction against 529 plans and other vehicles.
THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.