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Home > Retirement Planners > minnesota > excelsior > STEBEN & COMPANY, LLC
STEBEN & COMPANY, LLC
687 Excelsior Blvd.
Excelsior, Minnesota 55331
Tel: 952-767-6900
About STEBEN & COMPANY, LLC
STEBEN & COMPANY, LLC, formally registered with the SEC as STEBEN & COMPANY, LLC. The firm was established in 09/13/2005. They have over 1 offices throughout the country.
STEBEN & COMPANY, LLC is a Excelsior, Minnesota based Financial Planning firm with nearly $119,376,040 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117808 |
| SEC# | 801-64686 |
| Assets Managed by Firm | $119,376,040 |
| No. of Clients | 1 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $119,376,040 |
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|---|---|---|---|
| $479,793,782,427 | 2284921 | 13903 | |
| $176,091,949,959 | 88 | 77 | |
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| $85,511,782,543 | 279 | 102 |
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