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STEVENS FOSTER FINANCIAL ADVISORS

STEVENS, FOSTER FINANCIAL SERVICES, INC.

CRD 115752 · SEC 801-80128

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7900 XERXES AVENUE SOUTH, SUITE 1800, BLOOMINGTON, MN, 55431, United States

Phone

952-843-4200

Fax

952-843-4404

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$750.4M

Discretionary AUM

$618.4M

Team

20 total employees; 5 advisory reps; 100 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals181$58.1M
High net worth individuals151$692.4M

States served

VT, AZ, CA, CO, MN, WI, TX, FL

All web addresses on file

Official SEC filing: View on IAPD