Stream Financial Advice, LLC
RIAState Registered
Total AUM
$13.5M
Discretionary
$13.5M
100% of AUM
Avg account
$481K
Accounts
28
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 327449
- Website
- www.mystreamfinancial.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals70.28%
- HNWI29.72%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Stream Financial Advice, LLC is an independent, Utah-registered limited liability company that provides financial planning and portfolio management primarily for individual and family clients, and for small businesses. Ownership is individual-led and the firm operates under a mix of fee arrangements: a percentage-of-AUM option alongside hourly and fixed-fee engagements. The adviser reports it is not an active ESG investor, does not function as a capital allocator, and is not structured as a multi-state adviser.
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
Location
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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