Overview
Assets Under Management: $620 million
Headquarters: BLOOMINGTON, MN
High-Net-Worth Clients: 151
Average Client Assets: $4 million
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