Overview
Assets Under Management: $620 million
Headquarters: BLOOMINGTON, MN
High-Net-Worth Clients: 151
Average Client Assets: $4 million
Frequently Asked Questions
STEVENS, FOSTER FINANCIAL SERVICES, INC. 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 #115752), STEVENS, FOSTER FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
STEVENS, FOSTER FINANCIAL SERVICES, INC. is headquartered in BLOOMINGTON, MN.
STEVENS, FOSTER FINANCIAL SERVICES, INC. serves 151 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, STEVENS, FOSTER FINANCIAL SERVICES, INC. offers financial planning and portfolio management for individuals. View all service details ↓
STEVENS, FOSTER FINANCIAL SERVICES, INC. manages $620 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, STEVENS, FOSTER FINANCIAL SERVICES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 151
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.65
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,063
Discretionary Accounts: 645
Non-Discretionary Accounts: 418
Regulatory Filings
CRD Number: 115752
Last Filing Date: 2024-03-29 00:00:00
Website: https://stevensfoster.com