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| Stevens Foster Financial Services Inc
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|---|---|
| CRD # | 115752 |
| SEC # | 801-80128 |
| CIK # | 0001968364, 0000835781 |
| AUM | 750.4 M (2026-03-30) |
| Employees | 20 (25% Investors, 0% Brokers) |
| Phone | 952-843-4200 |
| Address | 7900 Xerxes Avenue South Bloomington, MN 55431 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 181 | 58.1 |
| (b) Individuals (high net worth individuals) | 151 | 692.4 |
| (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 | 0 | 0.0 |
| (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 | 1,003 | 750.4 |
| By Discretionary | ||
| Discretionary | 639 | 618.4 |
| Non-Discretionary | 364 | 132.0 |
| Total | 1,003 | 750.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 750.4 | |
| Total | 1,003 | 750.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 100 |
| Serves | Retail |
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