STENGER FAMILY OFFICE, LLC
Adviser information for STENGER FAMILY OFFICE, LLC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 983 | $271.0M |
| Non-Discretionary | 0 | $0 |
| Total | 983 | $271.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 238 | $69.5M |
| HNW Individuals | 175 | $201.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-127416 |
|---|---|
| SEC ERA File Number | 801-127416 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 325089 |
| Legal Entity Identifier | None |
Principal Office
NAPERVILLE FINANCIAL CENTER, 400 EAST DIEHL ROADSUITE 550
NAPERVILLE
IL
United States
Monday - Friday, 8AM-5PM
Tel: 630-912-8295, Fax: None
Websites
www.stengerfamilyoffice.com
www.facebook.com/profile.php?id=100090870387956
www.linkedin.com/company/stenger-family-office/mycompany/
twitter.com/stengerria
www.youtube.com/@stengerfamilyoffice
podcasts.apple.com/us/podcast/the-nick-stenger-show/id1678810370
podcasters.spotify.com/pod/show/nicholas-stenger
Chief Compliance Officer
DARIN BOND ROTH
MANAGING MEMBER
NAPERVILLE FINANCIAL CENTER, 400 EAST DIEHL ROAD
SUITE 550
NAPERVILLE
IL
United States
Tel:
630-912-8295
B********@**********************M
(Full email address available in API data)
Industry Affiliates
| STENGER TAX ADVISORY LLC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Stenger, Nicholas, David | Individual | – | MANAGING MEMBER | 03/2023 | > 75% |
| ROTH, DARIN, BOND | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 03/2023 | 10-25% |