Stegner Investment Associates Revenue
Investment Management • 
Louisville, Kentucky, United States • 11-20 Employees
Stegner Investment Associates revenue & valuation
| Annual revenue | $10,900,000 |
| Revenue per employee | $991,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $34,900,000 |
| Total funding | No funding |
Key Contacts at Stegner Investment Associates
Ruth Wimsatt Trautwein
Director Of Portfolio Management
Beth Peabody
Ceo & Chief Investment Officer
Beth Peabody
Chief Executive Officer
Company overview
| Headquarters | 233 Breckenridge Lane, Louisville, Kentucky 40207, US |
| Phone number | +15028950122 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Registered Investment Advisor, No Load Mutual Funds, Retirement Planning, Fiduciary, Endowments, Investment Adviser, 401(K) Plans, Fee Only, High Net-Worth Individuals, Mutual And Collective Funds |
| Founded | 1994 |
| Employees | 11-20 |
| Socials |
Stegner Investment Associates Email Formats
Stegner Investment Associates uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@stegnerinvestments.com), used 80% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@stegnerinvestments.com | 80% |
{first name}{last name} | johndoe@stegnerinvestments.com | 20% |
About Stegner Investment Associates
Stegner Investment Associates, Inc. (SIA) is an independent, fee-only investment consultant committed to assisting clients as a fiduciary in achieving their investment objectives through the use of mutual and collective funds. Our client base consists of endowments, foundations, corporate retirement plans, and high net worth individuals. We are an employee-owned firm and we are proud to have served clients since 1994. At SIA, we are committed to developing a diversified and disciplined strategy that helps clients' investments plans reach their full potential. At the same time, we are dedicated to establishing a lifelong relationship with each of our clients that goes well beyond what you might expect from an investment firm. Ultimately, our success is measured by our performance relative to a client's investment objectives. It is our goal not just to meet, but to exceed, expectations. Through strategic planning, regular communication and ongoing benchmarking, you will not find a more accountable and performance-oriented partner than SIA.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Stegner Investment Associates has 7 employees across 4 departments.
Departments
Number of employees
Funding Data
Stegner Investment Associates has never raised funding before.
Stegner Investment Associates Tech Stack
Discover the technologies and tools that power Stegner Investment Associates's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Search engines
Security
JavaScript libraries
CDN
JavaScript libraries
Marketing automation
Security
Analytics
Analytics
CDN
PaaS
Italy
United Kingdom
India
Australia
Frequently asked questions
4.8
40,000 users
