Falists
← Back to search

STEFFENS FINANCIAL CORP

CRD 342546 · SEC 801-136512

Visit website

276 ROUTE 206, SUITE A, BYRAM TOWNSHIP, NJ, 07821, United States

Phone

973-786-3696

Fax

973-786-1479

Registration

Registered (APPROVED-120)

Source

SEC registered

Total AUM

—

Discretionary AUM

—

Team

10 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-05-29

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEXPERT WITNESS / EXPERT CONSULTANT

States served

GA, LA, NJ, NY, NC, PA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD