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| Syverson Strege & Company
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|---|---|
| CRD # | 109228 |
| SEC # | 801-54959 |
| CIK # | 0001682057 |
| AUM | 910.8 M (2026-05-19) |
| Employees | 15 (87% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 515-225-6000 |
| Address | 4125 Westown Parkway West Des Moines, IA 50266 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.3 | ||
| Apple Inc | 4.2 | ||
| Microsoft Corp | 3.2 | ||
| Wal Mart Stores Inc | 2.8 | ||
| Facebook Inc | 2.6 | ||
| Amazon Com Inc | 1.9 | ||
| Alphabet Inc | 1.6 | ||
| Johnson & Johnson | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 227 | 53.7 |
| (b) Individuals (high net worth individuals) | 296 | 816.5 |
| (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 | 2.6 |
| (h) Charitable organizations | 5 | 2.3 |
| (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 | 35.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,979 | 910.8 |
| By Discretionary | ||
| Discretionary | 1,903 | 765.3 |
| Non-Discretionary | 76 | 145.5 |
| Total | 1,979 | 910.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 910.8 | |
| Total | 1,979 | 910.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001682057] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 46 |
| Serves | Institutional, Retail |
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