SYVERSON STREGE

RIASEC RegisteredEst. 1997

Total AUM

$911M

Discretionary

$765M

84% of AUM

Avg account

$460K

Accounts

1,979

Employees

Advisory reps

Firm details

Headquarters: WEST DES MOINES, Iowa
CRD number: 109228
Registered since: October 1, 1997
Website: www.onlyworkforyou.com
Custodians: CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI89.64%
Individuals5.9%
Corporations / Businesses3.92%
Pension & Profit Sharing Plans0.29%
Charitable Organizations0.25%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Syverson Strege is an independent SEC-registered RIA that has been operating since 1997. The firm serves both individuals and families as well as institutional clients, and describes itself as a capital allocator — meaning it builds portfolios using outside managers in addition to in-house solutions. Core advisory services include financial planning, portfolio management for individuals and small businesses, and selecting other advisers on behalf of clients. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Its ownership is listed as a domestic entity with individual ownership. Syverson Strege positions itself to combine discretionary portfolio management with advisor-driven planning and manager selection work for clients who want both implementational support and access to third-party alternatives.