Stegner Investment Associates Inc is a large advisory firm based in Louisville. It manages $980.02 million of regulatory assets for 147 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Kentucky.
Stegner Investment Associates provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Stegner Investment Associates Inc is $980.02 million. The firm's AUM has grown by 321% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Stegner Investment Associates Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Elizabeth Peabody is pension and profit sharing plans with 13 clients and $560.69 million of assets under management. Among the 7 most similar advisory firms, Stegner Investment Associates has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $980.02 million for 147 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Stegner Investment Associates doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Elizabeth Peabody has been acting as President since 1 Jan 1994. Ruth Wimsatt Trautwein joined the executive team most recently as the Senior Investment Associate.
The principal office where Stegner Investment Associates Inc performs its advisory services is located at 233 Breckenridge Lane, Louisville, KY 40207, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 5028950122 or by fax 502-895-0316. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at stegnerinvestments.com.