Stegner Investment Associates

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Stegner Investment Associates — overview

Assets Under Management

Type

Wealth Manager

Location

Louisville, KY, US

Alternative Asset Classes

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About

Stegner Investment Associates is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on a discretionary and non-discretionary basis. Its services include portfolio management, tax, retirement, and estate planning. The wealth manager advises corporations, high-net-worth individuals, pension and profit-sharing plans, plan participants for self-directed accounts and charitable organizations.

Stegner Investment Associates - known decision makers (11)

Contact NamePositionLocationEmailTelephoneAsset Class
Chief Executive Officer & Chief Investment OfficerLouisville, USGEN
Client Relationship AssociateLouisville, USGEN
Client Services ManagerLouisville, USGEN
Controller, Compliance ManagerLouisville, USGEN
Director of Portfolio ManagementLouisville, USGEN

Showing 5 of 11 known decision makers Stegner Investment Associates

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