STEBEN & COMPANY, LLC

EXCELSIOR, Minnesota·4 registered advisors·CRD# 117808

SEC# 801-646860952-767-6900

01

Firm Overview

AUM

$119M

Regulatory assets under management

Employees

8

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Pension consulting

Security ratings or pricing services

Compensation

Percentage of AUM

03

Specialties

Retirement Planning Fee-Only Advisory

04

Advisors at STEBEN & COMPANY, LLC

4 registered advisors

Bradley Jay Weltler

GAITHERSBURG, Maryland

Carl Andrew Serger

GAITHERSBURG, Maryland

Kenneth Edward Steben

GAITHERSBURG, Maryland

Neil David Menard

GAITHERSBURG, Maryland

05

Office Locations

GAITHERSBURG, Maryland

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Data sourced from SEC Form ADV filings. STEBEN & COMPANY, LLC (CRD# 117808) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.