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STEVENS FOSTER FINANCIAL ADVISORS

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

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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 StatusApproved
Firm CRD#115752
SEC#801-80128
Assets Managed by Firm$620,408,766
No. of Clients1063
No. of Advisors21

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 ClientsAUM
Firm Total1063$620,408,766
Individuals (other than high net worth individuals)194$48,906,473
High net worth individuals157$571,502,293

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