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SYVERSON STREGE
4125 Westown Parkway
Suite 104
West Des Moines, Iowa 50266
Tel: 515-225-6000
About SYVERSON STREGE
SYVERSON STREGE, formally registered with the SEC as SYVERSON STREGE. The firm was established in 10/01/1997. They have over 1 offices throughout the country.
SYVERSON STREGE is a West Des Moines, Iowa based Financial Planning firm with nearly $665,694,138 assets under management, offering retirement planning & investment advisory services to 1973 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 109228 |
| SEC# | 801-54959 |
| Assets Managed by Firm | $665,694,138 |
| No. of Clients | 1973 |
| No. of Advisors | 14 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1973 | $665,694,138 |
| Individuals (other than high net worth individuals) | 253 | $47,876,108 |
| High net worth individuals | 276 | $587,410,436 |
| Pension and profit sharing plans | $490,255 | |
| Charitable organizations | Fewer than 5 clients | $1,172,336 |
| Corporations or other businesses | Fewer than 5 clients | $28,745,003 |
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|---|---|---|---|
| $279,108,496,692 | 13656 | 1925 | |
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