Menu
Stegner Investment Associates Inc
Louisville, Kentucky
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...see more
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
Reviews for Stegner Investment Associates Inc
Loading...
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”
Connect with a local financial advisor
By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.