Stegner Investment Associates Inc, based out of Louisville, KY, is a small investment advisory firm with a team of 10 dedicated professionals. Four of these professionals specialize in providing comprehensive investment advisory services to their clients. With an average of approximately $40,190,000 in assets under management per investment advisor, they strive to deliver personalized financial solutions tailored to their clients' specific needs.
Stegner Investment Associates Inc manages a substantial portfolio, overseeing more than $1,728,295,000 in assets for over 90 individual clients. The firm's compensation structure encompa...
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Assets Under Mgmt
$1.73B
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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