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Stephens Consulting, LLC

CRD 308970SEC# 801-122003Flint, MI
Export (members)
No longer SEC-registered. Stephens Consulting, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$1.07B
Employees
19
Accounts
2,910
Location
Flint, MI

Stephens Consulting, LLC assets under management

Stephens Consulting, LLC operates as an SEC-registered investment adviser based in Flint, MI. It reports $1.1 billion in regulatory assets under management and employs 19 people.
View on SEC.gov ↗

Stephens Consulting, LLC owners & executives

2 reported
NameTitleOwnershipSince
Kimberly Ann Desempelaere Waldman ControlChief Operating OfficerUnder 5%2021
Sheryl Elaine Stephens ControlChief Compliance Officer And Managing MemberOver 75%2021

Frequently asked questions

How much does Stephens Consulting, LLC manage?

Stephens Consulting, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Stephens Consulting, LLC have?

Stephens Consulting, LLC reports 19 employees.

Where is Stephens Consulting, LLC located?

Stephens Consulting, LLC is based in Flint, MI.

Does Stephens Consulting, LLC disclose fund performance?

Stephens Consulting, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5206 Gateway Centre, Suite 300, Flint, MI 48507
Office hoursM-F 8:30a.m. - 5p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$914.5M
Non-discretionary$157.1M
Total (RAUM)$1.07B