Naperville Financial Center, 400 East Diehl Road
Suite 550
Naperville, Illinois 60563
Tel: 630-912-8295
STENGER FAMILY OFFICE, LLC, formally registered with the SEC as STENGER FAMILY OFFICE, LLC. The firm was established in 03/03/2023. They have over 2 offices throughout the country.
STENGER FAMILY OFFICE, LLC is a Naperville, Illinois based Financial Planning firm with nearly $181,225,940 assets under management, offering retirement planning & investment advisory services to 638 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 325089 |
SEC# | 801-127416 |
Assets Managed by Firm | $181,225,940 |
No. of Clients | 638 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 638 | $181,225,940 |
Individuals (other than high net worth individuals) | 222 | $44,673,291 |
High net worth individuals | 125 | $136,552,649 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$902,656,985,580 | 41219 | 726 | |
$400,637,542,107 | 425 | 193 | |
$346,833,814,021 | 1713518 | 479 | |
$248,648,334,766 | 70634 | 421 | |
$209,018,543,172 | 551 | 271 |
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