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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