S
$4.8M Total AUM
$4.8M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-24-2013
- Office Locations
- 1
Office Locations
-- Winnetka IL
About Stoken Asset Management LLC
Stoken Asset Management LLC is a Winnetka, IL-based RIA led by Managing Member/CCO Deidre Stoken McClurg, providing portfolio construction, asset management and financial planning for retail clients. The firm’s managed assets are primarily implemented with ETFs, with cash allocations as needed, and it custodies with Charles Schwab and Interactive Brokers.
Team overview
-- AVG AGE
$4.8M AVG AUM / ADVISOR
$535.6K AVG AUM / CLIENT
13.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Services
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Technology
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Owner & Executives
DEIDRE STOKEN MCCLURG
Managing Member - Cco, President
- CRD
- #5437723
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,820,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,820,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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