STEVENS FOSTER FINANCIAL ADVISORS

7900 Xerxes Avenue South
Suite 1800
Bloomington, Minnesota 55431
Tel: 952-843-4200

About STEVENS FOSTER FINANCIAL ADVISORS

STEVENS FOSTER FINANCIAL ADVISORS, formally registered with the SEC as STEVENS FOSTER FINANCIAL ADVISORS. The firm was established in 08/07/2014. They have over 1 offices throughout the country.

STEVENS FOSTER FINANCIAL ADVISORS is a Bloomington, Minnesota based Financial Planning firm with nearly $620,408,766 assets under management, offering retirement planning & investment advisory services to 1063 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	115752
SEC#	801-80128
Assets Managed by Firm	$620,408,766
No. of Clients	1063
No. of Advisors	21

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1063	$620,408,766
Individuals (other than high net worth individuals)	194	$48,906,473
High net worth individuals	157	$571,502,293

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