STEFFENS FINANCIAL CORP
  • STEFFENS FINANCIAL CORP

Adviser Profile

As of Date 09/25/2026
Registration SEC, 120-Day Approval, 06/15/2026
ADV Location BYRAM TOWNSHIP, NJ, United States
Contact Info 973 xxxxxxx
Websites
AUM* 162,007,559
of that, discretionary 162,007,559
Number of Employees 10
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 375,017
% High Net Worth 16.16%
SMA’s No
Private Funds 0

Adviser Type

- Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees