Syverson Strege & Company is a large advisory firm based in West Des Moines. It manages $432.99 million of regulatory assets for 1,546 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Florida, Illinois, Iowa, and 5 other states.
Syverson Strege & Company provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and selection of other advisers through third party. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Syverson Strege & Company is $432.99 million. The firm's AUM has grown by 117% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Syverson Strege & Company for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Blake W Mckibbin is high net worth individuals with 216 clients and $376.66 million of assets under management. Among the 6 most similar advisory firms, Syverson Strege & Company has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $428.64 million for 442 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Syverson Strege & Company doesn't advise any private funds.
The company employs 12 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 9 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Blake W Mckibbin has been acting as President since 1 Oct 2017. David Glenn Strege joined the executive team most recently as the Chairman, Secretary, Chief Compliance Officer, Senior Fee Only Financial Planner.
The principal office where Syverson Strege & Company performs its advisory services is located at 4125 Westown Parkway, West Des Moines, IA 50266, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 515-225-6000 or by fax 515-225-6888. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at onlyworkforyou.com.