7900 Xerxes Avenue South
Suite 1800
Bloomington, Minnesota 55431
Tel: 952-843-4200
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,909,760,294,676 | 209 | 980 | |
$501,645,588,245 | 80 | 101 | |
$432,749,681,046 | 153 | 262 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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