STANDARD FAMILY OFFICE, LLC

RIASEC RegisteredEst. 2019
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$506M
Accounts
2
Employees
8
Advisory reps
2

Firm details

Headquarters
SIOUX FALLS, South Dakota
CRD number
301865
Registered since
August 29, 2019
Fee structure
Fixed Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Standard Family Office, LLC is a Delaware-style limited liability company registered with the SEC in 2019 that serves institutional clients. The firm operates under a fixed-fee schedule and lists its primary business activity as Other Financial Product Salesperson. Its advisory capacity is focused on portfolio management for pooled investment vehicles rather than one-off retail advisory relationships. The adviser is not classified as a multi-state or pension consultant adviser and does not identify as an active ESG investor. Industry connections include relationships with a trust company, a law firm, and a real estate broker.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • MATTHEW BOCK

    Chief Executive Officer and Managing MemberCRD 7093178

Contacts

1 of 1
  • Kelsey Huewe

    CRD 7262728

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 11

Active vs passive

$99.7M in ETFs

Passive

100%

$99.7M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$77.1M128,99677.34%

Location

Primary office

SIOUX FALLS, SD

MINNEHAHA

Location

SIOUX FALLS, SD

Headquartered in SIOUX FALLS, SD, in the Midwest of the United States.

Region
Midwest
County
MINNEHAHA
Address
7036 S Santa Rosa Ct
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth