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- Custodian
- Charles Schwab & Company ยท Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-08-2018
- Office Locations
- 1
Office Locations
About Strivent Financial
Strivent Financial is a fee-only, fiduciary RIA providing comprehensive financial planning (cash flow, tax, retirement, estate and risk) plus ongoing investment management. The firm works with individuals, including business owners and entrepreneurs, with no stated asset minimums. Portfolios emphasize asset allocation and risk management using mutual funds and ETFs; custodied at Charles Schwab. CFP-led and NAPFA/XYPN affiliated.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KEVIN PAUL HENSS
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #6305455
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,433,110 | -- |
| Non-Discretionary | $2,855,340 | -- |
| Total | $29,288,450 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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