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| Syverson Strege & Company
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|---|---|
| CRD # | 109228 |
| SEC # | 801-54959 |
| CIK # | 0001682057 |
| AUM | $900.5 M (2025-07-31) |
| Employees | 15 (100% Investors, 0% Brokers) |
| Phone | 515-225-6000 |
| Address | 4125 Westown Parkway West Des Moines, IA 50266 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 4.6 | ||
| Facebook Inc | 3.7 | ||
| Apple Inc | 3.4 | ||
| Nvidia Corp | 3.2 | ||
| Wal Mart Stores Inc | 3.0 | ||
| Amazon Com Inc | 1.9 | ||
| J P Morgan Chase & Co | 1.8 | ||
| Exxon Mobil Corp | 1.8 | ||
| Netflix Inc | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 274 | 63.3 |
| (b) Individuals (high net worth individuals) | 308 | 780.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.6 |
| (h) Charitable organizations | 0 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 54.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,174 | 900.5 |
| By Discretionary | ||
| Discretionary | 2,015 | 657.3 |
| Non-Discretionary | 159 | 243.1 |
| Total | 2,174 | 900.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 900.5 | |
| Total | 2,174 | 900.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001682057] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gould Asset Management LLC
✚
|
CA | 0.9 |
|
Armbruster Capital Management Inc
✚
|
NY | 0.9 |
|
Minneapolis Portfolio Management Group LLC
✚
|
MN | 0.9 |
|
ASB Consultores LLC
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|
FL | 0.9 |
|
Archer Investment Corporation
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|
IN | 0.9 |
|
Sittner & Nelson LLC
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|
OR | 0.9 |
|
Strid Group LLC
✚
|
PA | 0.9 |
|
Mengis Capital Management Inc
✚
|
OR | 0.9 |
|
Nippon Value Investors KK
✚
|
0.9 | |
|
The Mosaic Financial Group LLC
✚
|
IL | 0.9 |