1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2STEVENS FOSTER FINANCIAL ADVISORS

Map pinBLOOMINGTON, MN
Phone952-843-4200
NotebookSEC #801-80128
Total AUM
$750.4M
Employees
20
Clients
333

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7900 XERXES AVENUE SOUTH
SUITE 1800
BLOOMINGTON
MN 55431
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
952-843-4200

ReceiptFinancials

Total AUM
$750.4M
Accounts
1,003
Discretionary
$618.4M
Accounts
639
Non-Discretionary
$132M
Accounts
364

ContactClients

View more in analytics →

Individual Clients
181
AUM
$58.1M
HNW Individual Clients
151
AUM
$692.4M
Charitable Organization Clients
1
AUM
$0

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLMNTXVTWI

HandshakeAffiliates

View all affiliates →

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

Feature requires an account