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Building 2STENGER FAMILY OFFICE, LLC

Map pinNAPERVILLE, IL
Phone630-912-8295
NotebookSEC #801-127416
Total AUM
$686.2M
Employees
9
Clients
899

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
NAPERVILLE FINANCIAL CENTER, 400 EAST DIEHL ROAD
SUITE 550
NAPERVILLE
IL 60563
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
630-912-8295
Other Offices
3

ReceiptFinancials

Total AUM
$686.2M
Accounts
2,330
Discretionary
$673M
Accounts
2,305
Non-Discretionary
$13.1M
Accounts
25

ContactClients

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Individual Clients
586
AUM
$107.7M
HNW Individual Clients
311
AUM
$568M
Pension/Profit Sharing Plan Clients
2
AUM
$10.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAIAILINLAMIMNMTNCNJNVNYOHOKPATNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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