Overview
Assets Under Management: $537 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 89
Average Client Assets: $3 million
Frequently Asked Questions
STEFFES FINANCIAL, LTD is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #134530), STEFFES FINANCIAL, LTD is subject to fiduciary duty under federal law.
STEFFES FINANCIAL, LTD is headquartered in OVERLAND PARK, KS.
STEFFES FINANCIAL, LTD serves 89 high-net-worth clients according to their SEC filing dated January 14, 2025. View client details ↓
According to their SEC Form ADV, STEFFES FINANCIAL, LTD offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
STEFFES FINANCIAL, LTD manages $537 million in client assets according to their SEC filing dated January 14, 2025.
According to their SEC Form ADV, STEFFES FINANCIAL, LTD serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.79
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 653
Discretionary Accounts: 585
Non-Discretionary Accounts: 68
Regulatory Filings
CRD Number: 134530
Last Filing Date: 2025-01-14 00:00:00
Website: https://steffesfinancial.com