Stenger Family Office, LLC

RIASEC RegisteredEst. 2023
Total AUM
$735M
Discretionary
$721M
98% of AUM
Avg account
$321K
Accounts
2,287
Employees
9
Advisory reps
7

Firm details

Headquarters
Naperville, Illinois
CRD number
325089
Registered since
March 3, 2023
Website
www.stengerfamilyoffice.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI82.72%
  • Individuals15.69%
  • Pension & Profit Sharing Plans1.59%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Stenger Family Office, LLC is an independent registered investment adviser established in 2023 and organized as an LLC. The firm positions itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. Fee arrangements combine AUM-based charges with fixed fees. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Exchange Traded Equities 61%, Public Funds/Mutual Funds 36%, Cash & Cash Equivalents 3%61%
  • Exchange Traded Equities61%
  • Public Funds/Mutual Funds36%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • Nicholas Stenger

    Nicholas Stenger

    CEO & Financial AdvisorCRD 6493900

Contacts

3 of 6
  • Audrey Feldpausch

    Audrey Feldpausch

    Vice President, Financial AdvisorCRD 6966261

  • Lyndin Simpson

    Lyndin Simpson

    Director, Client OperationsCRD 7828490

  • Julia Huebner

    Julia Huebner

    Director, Client OperationsCRD 6961314

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 54

Active vs passive

$237M in ETFs

Passive

59%

$139M

Active

25%

$97.2M

ETFProviderStyleCategoryValueShares% of portfolio
WISDOMTREE FLOATING RATE TREASURY FUND (USFR)Wisdom TreePassiveUltrashort Bond$47.9M950,59120.24%
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Location

Primary office

Naperville, IL

Du Page

Location

Naperville, IL

Headquartered in Naperville, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Du Page
Address
400 E Diehl Rd
Time zone
CT (UTC-6)
Office locations

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