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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Steffes Financial Ltd
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|---|---|
| CRD # | 134530 |
| SEC # | 801-64179 |
| CIK # | |
| AUM | $537.1 M (2025-01-14) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 913-722-1111 |
| Address | 8655 College Blvd Overland Park, KS 66210 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 125 | 49.5 |
| (b) Individuals (high net worth individuals) | 89 | 262.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 43 | 225.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 653 | 537.1 |
| By Discretionary | ||
| Discretionary | 585 | 308.1 |
| Non-Discretionary | 68 | 229.1 |
| Total | 653 | 537.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 537.1 | |
| Total | 653 | 537.1 |
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|---|---|---|
|
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✚
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FL | 0.5 |
|
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IL | 0.5 |
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Garrison Point Advisors LLC
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CA | 0.5 |
|
Hill Island Financial LLC
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MI | 0.5 |
|
First Fiduciary Investment Counsel Inc
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OH | 0.5 |
|
Socorro Asset Management LP
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|
TX | 0.5 |
|
Wealth Preservation Advisors LLC
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|
TN | 0.5 |
|
Integral Investment Advisors Inc
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|
CA | 0.5 |