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STENGER FAMILY OFFICE, LLC
CRD 325089 · SEC 801-127416
NAPERVILLE FINANCIAL CENTER, 400 EAST DIEHL ROAD, SUITE 550, NAPERVILLE, IL, 60563, United States
Phone
630-912-8295
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$686.2M
Discretionary AUM
$673.0M
Team
9 total employees; 6 advisory reps; 3 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 586 | $107.7M |
| High net worth individuals | 311 | $568.0M |
| Pension/profit sharing plans | 2 | $10.5M |
States served
AZ, CA, CO, GA, IL, IN, IA, LA, MI, MN, MT, NV, NJ, NY, NC, OH, OK, PA, TN, UT, VA, WI, WY, WA, TX, FL
All web addresses on file
- https://www.facebook.com/profile.php?id=100090870387956
- https://www.linkedin.com/company/stenger-family-office/mycompany/
- https://twitter.com/stengerria
- https://www.youtube.com/@StengerFamilyOffice
- https://podcasts.apple.com/us/podcast/the-nick-stenger-show/id1678810370
- https://podcasters.spotify.com/pod/show/nicholas-stenger
- https://www.stengerfamilyoffice.com
Official SEC filing: View on IAPD