STEFFES FINANCIAL, LTD
CRD #134530 SEC #801-64179 OVERLAND PARK, KS 913-722-1111
SEC Registered
Total AUM
$537.1M
Discretionary
$308.1M
Employees
4
Clients
51
Accounts
653
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $537.1M | $308.1M | $229.1M | 4 | 0 |
| Mar 2024 | $495.2M | $289.1M | $206M | 6 | 0 |
| Jan 2024 | $429.2M | $246.8M | $182.4M | 5 | 0 |
| Dec 2023 | $429.2M | $246.8M | $182.4M | 5 | 0 |
| Feb 2023 | $429.2M | $246.8M | $182.4M | 5 | 0 |
| Jan 2022 | $513.2M | $272.7M | $240.5M | 6 | 0 |
| Aug 2021 | $439.5M | $233.6M | $205.9M | 5 | 0 |
| Feb 2021 | $439.5M | $233.6M | $205.9M | 5 | 0 |
| Jun 2020 | $393.4M | $208.7M | $184.7M | 7 | 0 |
| Jan 2020 | $393.4M | $208.7M | $184.7M | 7 | 0 |
| Jan 2019 | $315M | $167M | $148M | 7 | 0 |
| Jan 2018 | $303.9M | $166.8M | $137.2M | 6 | 0 |
| Mar 2017 | $299.7M | $193.5M | $106.2M | 4 | 300 |
| Mar 2016 | $272.9M | $177.2M | $95.7M | 4 | 200 |
| Mar 2015 | $239.2M | $172.6M | $66.6M | 3 | 200 |
| Mar 2014 | $209.8M | $155.1M | $54.7M | 2 | 200 |
| Feb 2013 | $174.7M | $130M | $44.7M | 2 | 200 |
| Apr 2012 | $162M | $123M | $39M | 1 | 200 |
| Mar 2012 | $162M | $123M | $39M | 1 | 200 |
| Mar 2012 | $158M | $119M | $39M | 1 | 200 |
| Mar 2011 | $138M | $115M | $23M | 5 | -- |
| Mar 2010 | $91M | $91M | $0 | 5 | -- |
| Feb 2009 | $70M | $70M | $0 | 5 | -- |
| Mar 2007 | $77M | $77M | $0 | 5 | -- |
| Feb 2006 | $60M | $60M | $0 | 5 | -- |
| Jan 2006 | $60M | $60M | $0 | 5 | -- |
DateJan 2025
Total AUM$537.1M
Discretionary$308.1M
Non-Disc.$229.1M
Employees4
Clients0
DateMar 2024
Total AUM$495.2M
Discretionary$289.1M
Non-Disc.$206M
Employees6
Clients0
DateJan 2024
Total AUM$429.2M
Discretionary$246.8M
Non-Disc.$182.4M
Employees5
Clients0
DateDec 2023
Total AUM$429.2M
Discretionary$246.8M
Non-Disc.$182.4M
Employees5
Clients0
DateFeb 2023
Total AUM$429.2M
Discretionary$246.8M
Non-Disc.$182.4M
Employees5
Clients0
DateJan 2022
Total AUM$513.2M
Discretionary$272.7M
Non-Disc.$240.5M
Employees6
Clients0
DateAug 2021
Total AUM$439.5M
Discretionary$233.6M
Non-Disc.$205.9M
Employees5
Clients0
DateFeb 2021
Total AUM$439.5M
Discretionary$233.6M
Non-Disc.$205.9M
Employees5
Clients0
DateJun 2020
Total AUM$393.4M
Discretionary$208.7M
Non-Disc.$184.7M
Employees7
Clients0
DateJan 2020
Total AUM$393.4M
Discretionary$208.7M
Non-Disc.$184.7M
Employees7
Clients0
DateJan 2019
Total AUM$315M
Discretionary$167M
Non-Disc.$148M
Employees7
Clients0
DateJan 2018
Total AUM$303.9M
Discretionary$166.8M
Non-Disc.$137.2M
Employees6
Clients0
DateMar 2017
Total AUM$299.7M
Discretionary$193.5M
Non-Disc.$106.2M
Employees4
Clients300
DateMar 2016
Total AUM$272.9M
Discretionary$177.2M
Non-Disc.$95.7M
Employees4
Clients200
DateMar 2015
Total AUM$239.2M
Discretionary$172.6M
Non-Disc.$66.6M
Employees3
Clients200
DateMar 2014
Total AUM$209.8M
Discretionary$155.1M
Non-Disc.$54.7M
Employees2
Clients200
DateFeb 2013
Total AUM$174.7M
Discretionary$130M
Non-Disc.$44.7M
Employees2
Clients200
DateApr 2012
Total AUM$162M
Discretionary$123M
Non-Disc.$39M
Employees1
Clients200
DateMar 2012
Total AUM$162M
Discretionary$123M
Non-Disc.$39M
Employees1
Clients200
DateMar 2012
Total AUM$158M
Discretionary$119M
Non-Disc.$39M
Employees1
Clients200
DateMar 2011
Total AUM$138M
Discretionary$115M
Non-Disc.$23M
Employees5
Clients--
DateMar 2010
Total AUM$91M
Discretionary$91M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$77M
Discretionary$77M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees5
Clients--