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$49.3M Total AUM
$13.0M Disc. AUM
-- 3Y CAGR
2 Employees
31 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-03-2012
- Office Locations
- 1
Office Locations
210 N. Broadway Suite 400 Fargo ND
About Thoreson Steffes
Thoreson Steffes Trust Company is a Fargo, ND advisory firm providing financial planning and portfolio management, with tax and estate planning and insurance coordination. It serves business owners and other retail and institutional clients. Portfolios are ETF-centric with some mutual funds and fixed income, and are typically custodied at Charles Schwab.
Team overview
62 AVG AGE
$49.3M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
13.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
KELLY L STEFFES
Advisor, Secretary, TREASURER
- CRD
- #6077919
- Ownership
- 50% but less than 75%
Available
Available
Available
RICHARD DUANE THORESON
Chief Compliance Officer, Partner, President
- CRD
- #1052432
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,980,331 | $2,720,800 |
| Non-Discretionary | $36,272,807 | -- |
| Total | $49,253,138 | $2,720,800 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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