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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 $900,472,120 assets under management, offering retirement planning & investment advisory services to 2174 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109228 |
| SEC# | 801-54959 |
| Assets Managed by Firm | $900,472,120 |
| No. of Clients | 2174 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (SELECTION OF OTHER ADVISERS THROUGH THIRD PARTY)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2174 | $900,472,120 |
| Individuals (other than high net worth individuals) | 274 | $63,299,644 |
| High net worth individuals | 308 | $780,166,348 |
| Pension and profit sharing plans | Fewer than 5 clients | $597,178 |
| Charitable organizations | Fewer than 5 clients | $2,265,690 |
| Corporations or other businesses | Fewer than 5 clients | $54,143,260 |
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|---|---|---|---|
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