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STENGER FAMILY OFFICE, LLC

Naperville Financial Center, 400 East Diehl Road
Suite 550
Naperville, Illinois 60563
Tel: 630-912-8295

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About STENGER FAMILY OFFICE, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#325089
SEC#801-127416
Assets Managed by Firm$181,225,940
No. of Clients638
No. of Advisors4

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total638$181,225,940
Individuals (other than high net worth individuals)222$44,673,291
High net worth individuals125$136,552,649

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