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SYVERSON STREGE & COMPANY

Advisory

N·WEST DES MOINES, IA

Data as of Jul 13, 2026 · Source: SEC Form ADV

Total AUM

$911M

1-Year AUM Growth

+19.2%

3-Year CAGR

+10.7%

Employees

13

Assets Under Management

Total AUM$911M

Discretionary AUM$765M

Non-Discretionary AUM$146M

Discretionary %84%

Total Clients582

Team

Total Employees13

Investment Advisers15

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record78

First FilingMar 16, 2001

Latest FilingJul 13, 2026

🔒 Full AUM trend chart and 78 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SYVERSON STREGE & COMPANY

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.