Overview
Assets Under Management: $432 million
Headquarters: OMAHA, NE
High-Net-Worth Clients: 6
Average Client Assets: $47 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.90
Average High-Net-Worth Client Assets: $47 million
Total Client Accounts: 1,854
Discretionary Accounts: 1,853
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 317517
Filing ID: 2011217
Last Filing Date: 2025-08-26 10:41:00
Website: https://stevenscp.com