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THORESON STEFFES
T&S INVESTMENTS, LLC
CRD 164425 · SEC 801-80084
210 N. BROADWAY, SUITE 400, FARGO, ND, 58102-4771, United States
Phone
701-478-3338
Fax
701-478-3349
Registration
— (—)
Source
State registered
Total AUM
$49.3M
Discretionary AUM
$13.0M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $4.6M |
| High net worth individuals | 5 | $41.9M |
| Corporations/business entities | 1 | $2.7M |
Official SEC filing: View on IAPD