STANDARD FAMILY OFFICE, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1MATTHEW BOCK
Chief Executive Officer and Managing MemberCRD 7093178
Contacts
1 of 1Kelsey Huewe
CRD 7262728
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$99.7M in ETFs
100%
$99.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $77.1M | 128,996 | 77.34% |
Location
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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