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STEBEN & COMPANY, LLC
CRD 117808 · SEC 801-64686
687 EXCELSIOR BLVD., EXCELSIOR, MN, 55331, United States
Phone
952-767-6900
Fax
952-767-2926
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$69.2M
Discretionary AUM
$69.2M
Team
8 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $69.2M |
All web addresses on file
Official SEC filing: View on IAPD