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SYVERSON STREGE
SYVERSON STREGE & COMPANY
CRD 109228 · SEC 801-54959
4125 WESTOWN PARKWAY, SUITE 104, WEST DES MOINES, IA, 50266, United States
Phone
515-225-6000
Fax
515-225-6888
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$910.8M
Discretionary AUM
$765.3M
Team
15 total employees; 13 advisory reps; 46 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersSELECTION OF OTHER ADVISERS THROUGH THIRD PARTY
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 227 | $53.7M |
| High net worth individuals | 296 | $816.5M |
| Charitable organizations | 5 | $2.3M |
States served
AZ, IL, IA, KS, LA, MN, NE, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD