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Syverson Strege & Company

● SEC registered since 1997CRD 109228SEC# 801-54959West des Moines, IA
Export (members)
Reg. AUM
$900.5M
Employees
15
Accounts
2,174
Location
West des Moines, IA

Syverson Strege & Company assets under management

Syverson Strege & Company is an SEC-registered investment adviser based in West des Moines, IA. The firm has been registered since 1997. It reports $900.5 million in regulatory assets under management and employs 15 people.
www.youtube.com/user/syversonstregeView on SEC.gov ↗

Syverson Strege & Company owners & executives

11 reported
NameTitleOwnershipSince
David Glenn Strege ControlChairman, Secretary VbhcUnder 5%2017
Jason Lyn Gunkel ControlSyverson Strege Chief Investment OfficerUnder 5%2018
Johnne David Syverson ControlBoard Member Vbhc & Co-FounderUnder 5%2010
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Frequently asked questions

How much does Syverson Strege & Company manage?

Syverson Strege & Company reports $900.5 million in regulatory assets under management on its Form ADV.

How many employees does Syverson Strege & Company have?

Syverson Strege & Company reports 15 employees.

Where is Syverson Strege & Company located?

Syverson Strege & Company is based in West des Moines, IA and has been SEC-registered since 1997.

Does Syverson Strege & Company disclose fund performance?

Syverson Strege & Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4125 Westown Parkway, Suite 104, West des Moines, IA 50266
Phone515-225-6000
Fax515-225-6888
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1682057
Discloses disciplinary historyNo

Assets under management

Discretionary$657.3M
Non-discretionary$243.1M
Total (RAUM)$900.5M