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Building 2STEBEN & COMPANY, LLC

Map pinEXCELSIOR, MN
Phone952-767-6900
NotebookSEC #801-64686
Total AUM
$69.2M
Employees
8
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
687 EXCELSIOR BLVD.
EXCELSIOR
MN 55331
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
952-767-6900

ReceiptFinancials

Total AUM
$69.2M
Accounts
1
Discretionary
$69.2M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
1
AUM
$69.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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