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STENGER FAMILY OFFICE, LLC
Naperville Financial Center, 400 East Diehl Road
Suite 550
Naperville, Illinois 60563
Tel: 630-912-8295
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 $320,848,133 assets under management, offering retirement planning & investment advisory services to 1140 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 325089 |
| SEC# | 801-127416 |
| Assets Managed by Firm | $320,848,133 |
| No. of Clients | 1140 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1140 | $320,848,133 |
| Individuals (other than high net worth individuals) | 300 | $84,262,861 |
| High net worth individuals | 138 | $236,585,272 |
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