STEPHENS CONSULTING, LLC
Flint, Michigan
Stephens Consulting, LLC is a highly reputable investment advisory firm based in Flint, MI. With nine strategically located offices, they have established a strong presence within the community. The company boasts an extensive client base, serving over 710 individuals and managing a remarkable $717,895,000 in assets. While 401K and individual accounts comprise less than 30% of their assets under management, Stephens Consulting, LLC possesses the expertise to effectively oversee employer funds. With a notable 84% of the assets they manage being discretionary, the firm demonstrates a keen ability to navigate complex investment stra...
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Assets Under Mgmt

$717.89M

Investment Professionals

12

Locations

8

% 401K & Individual

26%

% Discretionary

84%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
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