THORESON STEFFES

THORESON STEFFES of FARGO, ND is an SEC-registered investment adviser (CRD 164425). Regulatory assets under management: $49.3M.

Registration

• CRD: 164425
• SEC file number: 801-80084
• Type: Registered investment adviser
• Location: 210 N. BROADWAY, FARGO, ND, 58102-4771
• Phone: 701-478-3338
• Latest filing: 2026-03-30
• Regulatory AUM: $49.3M
• Discretionary AUM: $13.0M
• Non-discretionary AUM: $36.3M
• Clients: 2
• Accounts: 31

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164425 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search