Stenger Family Office, LLC
Firm details
- Headquarters
- Naperville, Illinois
- CRD number
- 325089
- Registered since
- March 3, 2023
- Website
- www.stengerfamilyoffice.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI82.72%
- Individuals15.69%
- Pension & Profit Sharing Plans1.59%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Stenger Family Office, LLC operates as an independent RIA structured as an LLC and registered with the SEC in 2023. The firm presents itself as a family office–style advisory business that also serves institutional clients; it identifies as a capital allocator and provides fee arrangements that include both a percentage of AUM and fixed fees. Advisory services listed in regulatory filings include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, and selection of other advisers. The firm does not mark itself as an active ESG investor and reports an affiliation with accounting professionals in its industry relationships. Custody and operational choices indicate a focus on liquid, managed public-market exposures combined with third‑party manager relationships (details of external managers are not disclosed in the filing).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- Public Funds/Mutual Funds36%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$254M in ETFs
61%
$154M
9%
$100M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $53.7M | 1,065,100 | 21.12% |
Location
Naperville, IL
Du Page
Location
Naperville, IL
Headquartered in Naperville, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 400 E Diehl Rd
- Time zone
- CT (UTC-6)
- Office locations
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