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STAIRWAY PARTNERS, LLC

CRD 133157 · SEC 801-63583

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4999 FRANCE AVENUE SOUTH, SUITE 255, MINNEAPOLIS, MN, 55410-1734, United States

Phone

630-371-2626

Fax

312-763-2598

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.36B

Discretionary AUM

$2.36B

Team

5 total employees; 4 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-01-22

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals7$3.8M
High net worth individuals45$204.2M
Pension/profit sharing plans6$2.15B

States served

AZ, CO, IL, MN, NH, FL

All web addresses on file

Official SEC filing: View on IAPD