Overview
Assets Under Management: $183 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 62
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.72
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 354
Discretionary Accounts: 347
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 114518
Last Filing Date: 2024-03-15 00:00:00
Website: https://stegentequity.com