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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Delta bridge
- Established Date
- 07-11-2008
- Office Locations
- 1
Office Locations
About Luesink Stenstrom Financial
Luesink Stenstrom Financial is a New York-based, fee-only fiduciary RIA providing comprehensive financial planning and ongoing portfolio management, with added focus on financial transition and global planning. The all-CFP team incorporates life-planning frameworks from the Kinder Institute and Sudden Money Institute. Clients include women (including widows/singles), families, and LGBT couples. Custody commonly via Schwab or Fidelity; portfolios are primarily ETF-based (public profile).
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Owner & Executives
ANJA W LUESINK
President
- CRD
- #5520014
- Ownership
- 50% but less than 75%
CLARE MARIE STENSTROM
Chief Compliance Officer, Investment Advisor
- CRD
- #435202
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,081,746 | $556,697 |
| Non-Discretionary | $0 | -- |
| Total | $94,081,746 | $556,697 |
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Separately Managed Accounts
Total SMA Asset: $94,081,746
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,093,945,335 | 32.1% |
| Public Funds | $1,049,642,252 | 30.8% |
| U.S. Government/Agency | $1,070,089,829 | 31.4% |
| Cash | $194,251,975 | 5.7% |
| Total | $3,407,929,391 | 100.0% |