|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Stevens Foster Financial Services Inc
✚
|
|
|---|---|
| CRD # | 115752 |
| SEC # | 801-80128 |
| CIK # | 0001968364, 0000835781 |
| AUM | $660.8 M (2025-03-27) |
| Employees | 20 (25% Investors, 0% Brokers) |
| Phone | 952-843-4200 |
| Address | 7900 Xerxes Avenue South Bloomington, MN 55431 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 171 | 48.6 |
| (b) Individuals (high net worth individuals) | 151 | 612.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,019 | 660.8 |
| By Discretionary | ||
| Discretionary | 637 | 536.3 |
| Non-Discretionary | 382 | 124.5 |
| Total | 1,019 | 660.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 660.8 | |
| Total | 1,019 | 660.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
PAVE Investment Advisors LLC
✚
|
NY | 0.7 |
|
Walled Lake Planning & Wealth Management LLC
✚
|
IL | 0.7 |
|
Hopwood Financial Services Inc
✚
|
VA | 0.7 |
|
BCM Advisors LLC
✚
|
LA | 0.7 |
|
Drucker Wealth 30 LLC
✚
|
0.7 | |
|
Invex Advisors LLC
✚
|
FL | 0.7 |
|
Kaydan Wealth Management Inc
✚
|
MI | 0.7 |
|
Pacific Capital Wealth Advisors Inc
✚
|
CA | 0.7 |
|
Eichner Investment Planning LLC
✚
|
OH | 0.7 |
|
One8Zero8 LLC
✚
|
NC | 0.7 |