STREAM FINANCIAL ADVICE, LLC

STREAM FINANCIAL ADVICE, LLC is an SEC-registered investment adviser (CRD 327449). Regulatory assets under management: $13.5M.

Registration

• CRD: 327449
• Type: Registered investment adviser
• Phone: (801) 609-8085
• Latest filing: 2026-04-10
• Regulatory AUM: $13.5M
• Discretionary AUM: $13.5M
• Clients: 1
• Accounts: 28

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327449 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search