STEGNER INVESTMENT ASSOCIATES INC

233 Breckenridge Lane
Louisville, Kentucky 40207
Tel: 502-895-0122

About STEGNER INVESTMENT ASSOCIATES INC

STEGNER INVESTMENT ASSOCIATES INC, formally registered with the SEC as STEGNER INVESTMENT ASSOCIATES INC. The firm was established in 07/05/1994. They have over 1 offices throughout the country.

STEGNER INVESTMENT ASSOCIATES INC is a Louisville, Kentucky based Financial Planning firm with nearly $2,119,435,054 assets under management, offering retirement planning & investment advisory services to 744 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107480
SEC#	801-46803
Assets Managed by Firm	$2,119,435,054
No. of Clients	744
No. of Advisors	11

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	744	$2,119,435,054
Individuals (other than high net worth individuals)	71	$30,028,296
High net worth individuals	120	$484,730,346
Pension and profit sharing plans	14	$1,477,720,607
Charitable organizations	19	$126,955,805

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