Stevens, Foster Financial Services, Inc.
● SEC registered since 2014CRD 115752SEC# 801-80128Bloomington, MN
Reg. AUM
$750.4M
Employees
20
Accounts
1,003
Location
Bloomington, MN
Stevens, Foster Financial Services, Inc. assets under management
Stevens, Foster Financial Services, Inc. is an SEC-registered investment adviser based in Bloomington, MN. The firm has been registered since 2014. It reports $750.4 million in regulatory assets under management and employs 20 people.
Stevens, Foster Financial Services, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| William Howard Stevens Control | President, Cco | Over 75% | 1988 |
Frequently asked questions
How much does Stevens, Foster Financial Services, Inc. manage?
Stevens, Foster Financial Services, Inc. reports $750.4 million in regulatory assets under management on its Form ADV.
How many employees does Stevens, Foster Financial Services, Inc. have?
Stevens, Foster Financial Services, Inc. reports 20 employees.
Where is Stevens, Foster Financial Services, Inc. located?
Stevens, Foster Financial Services, Inc. is based in Bloomington, MN and has been SEC-registered since 2014.
Does Stevens, Foster Financial Services, Inc. disclose fund performance?
Stevens, Foster Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7900 Xerxes Avenue South, Suite 1800, Bloomington, MN 55431 |
| Phone | 952-843-4200 |
| Fax | 952-843-4404 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1968364 |
| Discloses disciplinary history | No |
Regulatory AUM
$750.4M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$750.4Mregulatory AUM
Discretionary $618.4MNon-discretionary $132M