Stream Financial Advice, LLC

Overview

Stream Financial Advice, LLC is an independent registered investment advisory firm organized as a limited liability company and owned by an individual. The firm’s client focus is individuals and families, and its advisory work centers on financial planning and portfolio management for individuals and small businesses. Compensation is flexible: Stream charges a percentage of assets under management and can also bill hourly or through fixed fees. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and operates as a single-state adviser rather than a multi-state or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives