STENGER FAMILY OFFICE, LLC
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
- HNWI82.78%
- Individuals15.69%
- Pension & Profit Sharing Plans1.53%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Stenger Family Office, LLC is an independent registered investment adviser that began SEC registration in 2023 and operates as a capital allocator for both individual/family and institutional clients. The firm offers a mix of advisory services including financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of outside advisers. Fee arrangements include percentage-of-AUM and fixed-fee structures. The firm is not an active ESG investor according to its reporting.
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
Asset composition
- Exchange Traded Equities61%
- Public Funds/Mutual Funds36%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1Nicholas Stenger
CEO & Financial AdvisorCRD 6493900
Contacts
3 of 5Audrey Feldpausch
Vice President, Financial AdvisorCRD 6966261
Lyndin Simpson
Director, Client OperationsCRD 7828490
Julia Huebner
Director, Client OperationsCRD 6961314
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$220M in ETFs
63%
$140M
22%
$80.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $50.8M | 1,009,122 | 23.05% |
Location
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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