Stevens Portfolio Design LLC (Deerfield)

Name: Stevens Portfolio Design LLC
Address: 500 Lake Cook Road, Deerfield, IL, 60015
Telephone: 847-444-0209

Stevens Portfolio Design LLC is a large advisory firm based in Deerfield. It manages $131.23 million of regulatory assets for 82 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Hawaii, Illinois, and 3 other states.

Stevens Portfolio Design provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Stevens Portfolio Design: assets under management

The assets under management (AUM) of Stevens Portfolio Design LLC is $131.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 340% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $131.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.6 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stevens Portfolio Design LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Stevens Portfolio Design LLC

Susan Virginia Stevens has been acting as President since 1 Jan 2000. Sandra Jean Kroll joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Susan Virginia Stevens	President	1 Jan 2000	75% - 100%	2511599
Susan Virginia Stevens	Chief compliance officer	1 Sep 2004	75% - 100%	2511599
Sandra Jean Kroll	General manager	1 May 2007	Other	4942202
Sandra Jean Kroll	Chief compliance officer	1 Jun 2008	Other	4942202

Based in Deerfield

The principal office where Stevens Portfolio Design LLC performs its advisory services is located at 500 Lake Cook Road, Deerfield, IL 60015, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 847-444-0209 or by fax 847-572-0940. The normal business hours are by appointment only on Other. You can find more information about the New York firm at stevensportfoliodesign.com.