STEGNER INVESTMENT ASSOCIATES INC

LOUISVILLE, Kentucky·3 registered advisors·CRD# 107480
SEC# 801-468030502-895-0122
01

Firm Overview

AUM
$2.1B
Regulatory assets under management
Employees
11
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at STEGNER INVESTMENT ASSOCIATES INC

3 registered advisors
Elizabeth Stegner Peabody
LOUISVILLE, Kentucky
Ruth Wimsatt Trautwein
LOUISVILLE, Kentucky
Tracey Gallimore Trosper
LOUISVILLE, Kentucky
05

Office Locations

LOUISVILLE, Kentucky
3 advisors

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Data sourced from SEC Form ADV filings. STEGNER INVESTMENT ASSOCIATES INC (CRD# 107480) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.