Bluestem Financial Advisors is an investment advisor in Savoy with $256.81 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
452496793
SEC advisor number
801-116798
FINRA CRD number
158418
AUM ?
$279.39 mm
(as of 26 Feb 24)
Accounts
919
(as of 26 Feb 24)
Employees
9
(6 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Apr 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
11 Jan 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
26 Apr 22