STEVENS, FOSTER FINANCIAL SERVICES, INC.
Doing business as STEVENS FOSTER FINANCIAL ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$750,430,120
Discretionary
$618,392,109
Non-discretionary
$132,038,011
Firm details
- CRD number
- 115752
- SEC file number
- 801-80128
- Main office
- BLOOMINGTON, MN, United States
- Employees
- 20
- SEC status
- Approved
- Website
- HTTP://WWW.STEVENSFOSTER.COM/
- Fee structure
-
Percentage of AUM Hourly Fixed fees Commissions
As of October 2026.