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Stevens, Foster Financial Services, Inc.

● SEC registered since 2014CRD 115752SEC# 801-80128Bloomington, MN
Export (members)
Reg. AUM
$660.8M
Employees
20
Accounts
1,019
Location
Bloomington, MN

Stevens, Foster Financial Services, Inc. assets under management

Stevens, Foster Financial Services, Inc. is an SEC-registered investment adviser based in Bloomington, MN. The firm has been registered since 2014. It reports $660.8 million in regulatory assets under management and employs 20 people.
www.stevensfoster.comView on SEC.gov ↗

Stevens, Foster Financial Services, Inc. owners & executives

1 reported
NameTitleOwnershipSince
William Howard Stevens ControlPresident, CcoOver 75%1988

Frequently asked questions

How much does Stevens, Foster Financial Services, Inc. manage?

Stevens, Foster Financial Services, Inc. reports $660.8 million in regulatory assets under management on its Form ADV.

How many employees does Stevens, Foster Financial Services, Inc. have?

Stevens, Foster Financial Services, Inc. reports 20 employees.

Where is Stevens, Foster Financial Services, Inc. located?

Stevens, Foster Financial Services, Inc. is based in Bloomington, MN and has been SEC-registered since 2014.

Does Stevens, Foster Financial Services, Inc. disclose fund performance?

Stevens, Foster Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7900 Xerxes Avenue South, Suite 1800, Bloomington, MN 55431
Phone952-843-4200
Fax952-843-4404
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1968364
Discloses disciplinary historyNo

Assets under management

Discretionary$536.3M
Non-discretionary$124.5M
Total (RAUM)$660.8M