SYVERSON STREGE & COMPANY
Legal name: SYVERSON STREGE
CRD #109228 SEC #801-54959 WEST DES MOINES, IA 515-225-6000
SEC Registered
Total AUM
$900.5M
Discretionary
$657.3M
Employees
15
Clients
--
Accounts
2,174
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $900.5M | $657.3M | $243.1M | 15 | 38 |
| Aug 2025 | $900.5M | $657.3M | $243.1M | 15 | 38 |
| Jul 2025 | $900.5M | $657.3M | $243.1M | 15 | 38 |
| May 2025 | $900.5M | $657.3M | $243.1M | 15 | 38 |
| Mar 2025 | $900.5M | $657.3M | $243.1M | 15 | 38 |
| Jan 2025 | $900.5M | $657.3M | $243.1M | 15 | 38 |
| Sep 2024 | $793.5M | $585.6M | $207.9M | 15 | 38 |
| Aug 2024 | $793.5M | $585.6M | $207.9M | 15 | 38 |
| Mar 2024 | $793.5M | $585.6M | $207.9M | 15 | 38 |
| Feb 2024 | $793.5M | $585.6M | $207.9M | 15 | 38 |
| Sep 2023 | $665.7M | $518.7M | $147M | 14 | 33 |
| May 2023 | $665.7M | $518.7M | $147M | 14 | 33 |
| Mar 2023 | $665.7M | $518.7M | $147M | 14 | 33 |
| Mar 2023 | $665.7M | $518.7M | $147M | 14 | 33 |
| Feb 2023 | $665.7M | $518.7M | $147M | 14 | 33 |
| Oct 2022 | $700.6M | $564.8M | $135.8M | 14 | 39 |
| May 2022 | $700.6M | $564.8M | $135.8M | 14 | 39 |
| May 2022 | $700.6M | $564.8M | $135.8M | 14 | 39 |
| Feb 2022 | $700.6M | $564.8M | $135.8M | 14 | 39 |
| Sep 2021 | $581M | $441.9M | $139.1M | 13 | 51 |
| Feb 2021 | $581M | $441.9M | $139.1M | 13 | 51 |
| Jan 2021 | $581M | $441.9M | $139.1M | 13 | 51 |
| Sep 2020 | $517.8M | $398.4M | $119.4M | 12 | 30 |
| Aug 2020 | $517.8M | $398.4M | $119.4M | 12 | 30 |
| Jun 2020 | $517.8M | $398.4M | $119.4M | 12 | 30 |
| Jan 2020 | $517.8M | $398.4M | $119.4M | 12 | 30 |
| Nov 2019 | $433M | $342.5M | $90.4M | 12 | 48 |
| Aug 2019 | $433M | $342.5M | $90.4M | 12 | 48 |
| Jul 2019 | $433M | $342.5M | $90.4M | 12 | 48 |
| Jun 2019 | $433M | $342.5M | $90.4M | 12 | 48 |
| May 2019 | $433M | $342.5M | $90.4M | 12 | 48 |
| Mar 2019 | $433M | $342.5M | $90.4M | 12 | 48 |
| Mar 2019 | $433M | $342.5M | $90.4M | 12 | 48 |
| Mar 2019 | $433M | $342.5M | $90.4M | 12 | 48 |
| Apr 2018 | $451.5M | $451.5M | $0 | 11 | 47 |
| Feb 2018 | $451.5M | $451.5M | $0 | 11 | 47 |
| Feb 2018 | $451.5M | $451.5M | $0 | 11 | 47 |
| Feb 2018 | $451.5M | $451.5M | $0 | 11 | 47 |
| Sep 2017 | $402.8M | $402.8M | $0 | 12 | 300 |
| May 2017 | $402.8M | $402.8M | $0 | 12 | 300 |
| Apr 2017 | $402.8M | $402.8M | $0 | 12 | 300 |
| Feb 2017 | $402.8M | $402.8M | $0 | 12 | 300 |
| Feb 2017 | $402.8M | $402.8M | $0 | 12 | 300 |
| Jan 2017 | $402.8M | $402.8M | $0 | 12 | 300 |
| Nov 2016 | $377.3M | $377.3M | $0 | 12 | 300 |
| Oct 2016 | $377.3M | $377.3M | $0 | 12 | 300 |
| Sep 2016 | $377.3M | $377.3M | $0 | 12 | 300 |
| May 2016 | $377.3M | $377.3M | $0 | 12 | 300 |
| Feb 2016 | $377.3M | $377.3M | $0 | 12 | 300 |
| Jan 2016 | $377.3M | $377.3M | $0 | 12 | 300 |
| Jan 2016 | $377.3M | $377.3M | $0 | 12 | 300 |
| Jul 2015 | $377.7M | $377.7M | $0 | 12 | 300 |
| May 2015 | $377.7M | $377.7M | $0 | 12 | 300 |
| Jan 2015 | $377.7M | $377.7M | $0 | 12 | 300 |
| Nov 2014 | $364.2M | $364.2M | $0 | 12 | 300 |
| Aug 2014 | $364.2M | $364.2M | $0 | 12 | 300 |
| Jul 2014 | $364.2M | $364.2M | $0 | 12 | 300 |
| Jul 2014 | $364.2M | $364.2M | $0 | 12 | 300 |
| Feb 2014 | $364.2M | $364.2M | $0 | 10 | 300 |
| Nov 2013 | $340.7M | $340.7M | $0 | 10 | 300 |
| Feb 2013 | $340.7M | $340.7M | $0 | 10 | 300 |
| Feb 2012 | $285.5M | $285.5M | $0 | 11 | 300 |
| Apr 2011 | $285.6M | $285.6M | $0 | -- | -- |
| Mar 2011 | $285.6M | $285.6M | $0 | -- | -- |
| Mar 2011 | $285.6M | $285.6M | $0 | -- | -- |
| Oct 2009 | $173M | $173M | $0 | -- | -- |
| Apr 2009 | $173M | $173M | $0 | -- | -- |
| Oct 2007 | $199.4M | $199.4M | $0 | -- | -- |
| Aug 2007 | $199.4M | $199.4M | $0 | -- | -- |
| Feb 2007 | $199.4M | $199.4M | $0 | -- | -- |
| Mar 2006 | $178.1M | $0 | $178.1M | -- | -- |
| Oct 2005 | $166M | $0 | $166M | -- | -- |
DateAug 2025
Total AUM$900.5M
Discretionary$657.3M
Non-Disc.$243.1M
Employees15
Clients38
DateAug 2025
Total AUM$900.5M
Discretionary$657.3M
Non-Disc.$243.1M
Employees15
Clients38
DateJul 2025
Total AUM$900.5M
Discretionary$657.3M
Non-Disc.$243.1M
Employees15
Clients38
DateMay 2025
Total AUM$900.5M
Discretionary$657.3M
Non-Disc.$243.1M
Employees15
Clients38
DateMar 2025
Total AUM$900.5M
Discretionary$657.3M
Non-Disc.$243.1M
Employees15
Clients38
DateJan 2025
Total AUM$900.5M
Discretionary$657.3M
Non-Disc.$243.1M
Employees15
Clients38
DateSep 2024
Total AUM$793.5M
Discretionary$585.6M
Non-Disc.$207.9M
Employees15
Clients38
DateAug 2024
Total AUM$793.5M
Discretionary$585.6M
Non-Disc.$207.9M
Employees15
Clients38
DateMar 2024
Total AUM$793.5M
Discretionary$585.6M
Non-Disc.$207.9M
Employees15
Clients38
DateFeb 2024
Total AUM$793.5M
Discretionary$585.6M
Non-Disc.$207.9M
Employees15
Clients38
DateSep 2023
Total AUM$665.7M
Discretionary$518.7M
Non-Disc.$147M
Employees14
Clients33
DateMay 2023
Total AUM$665.7M
Discretionary$518.7M
Non-Disc.$147M
Employees14
Clients33
DateMar 2023
Total AUM$665.7M
Discretionary$518.7M
Non-Disc.$147M
Employees14
Clients33
DateMar 2023
Total AUM$665.7M
Discretionary$518.7M
Non-Disc.$147M
Employees14
Clients33
DateFeb 2023
Total AUM$665.7M
Discretionary$518.7M
Non-Disc.$147M
Employees14
Clients33
DateOct 2022
Total AUM$700.6M
Discretionary$564.8M
Non-Disc.$135.8M
Employees14
Clients39
DateMay 2022
Total AUM$700.6M
Discretionary$564.8M
Non-Disc.$135.8M
Employees14
Clients39
DateMay 2022
Total AUM$700.6M
Discretionary$564.8M
Non-Disc.$135.8M
Employees14
Clients39
DateFeb 2022
Total AUM$700.6M
Discretionary$564.8M
Non-Disc.$135.8M
Employees14
Clients39
DateSep 2021
Total AUM$581M
Discretionary$441.9M
Non-Disc.$139.1M
Employees13
Clients51
DateFeb 2021
Total AUM$581M
Discretionary$441.9M
Non-Disc.$139.1M
Employees13
Clients51
DateJan 2021
Total AUM$581M
Discretionary$441.9M
Non-Disc.$139.1M
Employees13
Clients51
DateSep 2020
Total AUM$517.8M
Discretionary$398.4M
Non-Disc.$119.4M
Employees12
Clients30
DateAug 2020
Total AUM$517.8M
Discretionary$398.4M
Non-Disc.$119.4M
Employees12
Clients30
DateJun 2020
Total AUM$517.8M
Discretionary$398.4M
Non-Disc.$119.4M
Employees12
Clients30
DateJan 2020
Total AUM$517.8M
Discretionary$398.4M
Non-Disc.$119.4M
Employees12
Clients30
DateNov 2019
Total AUM$433M
Discretionary$342.5M
Non-Disc.$90.4M
Employees12
Clients48
DateAug 2019
Total AUM$433M
Discretionary$342.5M
Non-Disc.$90.4M
Employees12
Clients48
DateJul 2019
Total AUM$433M
Discretionary$342.5M
Non-Disc.$90.4M
Employees12
Clients48
DateJun 2019
Total AUM$433M
Discretionary$342.5M
Non-Disc.$90.4M
Employees12
Clients48
DateMay 2019
Total AUM$433M
Discretionary$342.5M
Non-Disc.$90.4M
Employees12
Clients48
DateMar 2019
Total AUM$433M
Discretionary$342.5M
Non-Disc.$90.4M
Employees12
Clients48
DateMar 2019
Total AUM$433M
Discretionary$342.5M
Non-Disc.$90.4M
Employees12
Clients48
DateMar 2019
Total AUM$433M
Discretionary$342.5M
Non-Disc.$90.4M
Employees12
Clients48
DateApr 2018
Total AUM$451.5M
Discretionary$451.5M
Non-Disc.$0
Employees11
Clients47
DateFeb 2018
Total AUM$451.5M
Discretionary$451.5M
Non-Disc.$0
Employees11
Clients47
DateFeb 2018
Total AUM$451.5M
Discretionary$451.5M
Non-Disc.$0
Employees11
Clients47
DateFeb 2018
Total AUM$451.5M
Discretionary$451.5M
Non-Disc.$0
Employees11
Clients47
DateSep 2017
Total AUM$402.8M
Discretionary$402.8M
Non-Disc.$0
Employees12
Clients300
DateMay 2017
Total AUM$402.8M
Discretionary$402.8M
Non-Disc.$0
Employees12
Clients300
DateApr 2017
Total AUM$402.8M
Discretionary$402.8M
Non-Disc.$0
Employees12
Clients300
DateFeb 2017
Total AUM$402.8M
Discretionary$402.8M
Non-Disc.$0
Employees12
Clients300
DateFeb 2017
Total AUM$402.8M
Discretionary$402.8M
Non-Disc.$0
Employees12
Clients300
DateJan 2017
Total AUM$402.8M
Discretionary$402.8M
Non-Disc.$0
Employees12
Clients300
DateNov 2016
Total AUM$377.3M
Discretionary$377.3M
Non-Disc.$0
Employees12
Clients300
DateOct 2016
Total AUM$377.3M
Discretionary$377.3M
Non-Disc.$0
Employees12
Clients300
DateSep 2016
Total AUM$377.3M
Discretionary$377.3M
Non-Disc.$0
Employees12
Clients300
DateMay 2016
Total AUM$377.3M
Discretionary$377.3M
Non-Disc.$0
Employees12
Clients300
DateFeb 2016
Total AUM$377.3M
Discretionary$377.3M
Non-Disc.$0
Employees12
Clients300
DateJan 2016
Total AUM$377.3M
Discretionary$377.3M
Non-Disc.$0
Employees12
Clients300
DateJan 2016
Total AUM$377.3M
Discretionary$377.3M
Non-Disc.$0
Employees12
Clients300
DateJul 2015
Total AUM$377.7M
Discretionary$377.7M
Non-Disc.$0
Employees12
Clients300
DateMay 2015
Total AUM$377.7M
Discretionary$377.7M
Non-Disc.$0
Employees12
Clients300
DateJan 2015
Total AUM$377.7M
Discretionary$377.7M
Non-Disc.$0
Employees12
Clients300
DateNov 2014
Total AUM$364.2M
Discretionary$364.2M
Non-Disc.$0
Employees12
Clients300
DateAug 2014
Total AUM$364.2M
Discretionary$364.2M
Non-Disc.$0
Employees12
Clients300
DateJul 2014
Total AUM$364.2M
Discretionary$364.2M
Non-Disc.$0
Employees12
Clients300
DateJul 2014
Total AUM$364.2M
Discretionary$364.2M
Non-Disc.$0
Employees12
Clients300
DateFeb 2014
Total AUM$364.2M
Discretionary$364.2M
Non-Disc.$0
Employees10
Clients300
DateNov 2013
Total AUM$340.7M
Discretionary$340.7M
Non-Disc.$0
Employees10
Clients300
DateFeb 2013
Total AUM$340.7M
Discretionary$340.7M
Non-Disc.$0
Employees10
Clients300
DateFeb 2012
Total AUM$285.5M
Discretionary$285.5M
Non-Disc.$0
Employees11
Clients300
DateApr 2011
Total AUM$285.6M
Discretionary$285.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$285.6M
Discretionary$285.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$285.6M
Discretionary$285.6M
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$173M
Discretionary$173M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$173M
Discretionary$173M
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$199.4M
Discretionary$199.4M
Non-Disc.$0
Employees--
Clients--
DateAug 2007
Total AUM$199.4M
Discretionary$199.4M
Non-Disc.$0
Employees--
Clients--
DateFeb 2007
Total AUM$199.4M
Discretionary$199.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$178.1M
Discretionary$0
Non-Disc.$178.1M
Employees--
Clients--
DateOct 2005
Total AUM$166M
Discretionary$0
Non-Disc.$166M
Employees--
Clients--