Thoreson Steffes

Registered investment advisor · Fargo, North Dakota · CRD #164425

Assets Under Management

$49M

Client Accounts

Employees

CRD Number

164425

Registration

STATE Registered

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Thoreson Steffes

Thoreson Steffes is a registered investment advisory firm headquartered in Fargo, North Dakota, managing approximately $49M in regulatory assets across 31 client accounts. The firm's full regulatory record is filed with the SEC under CRD #164425.

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Thoreson Steffes

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Frequently Asked Questions

What is Thoreson Steffes's AUM?

Thoreson Steffes reports approximately $49M in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Thoreson Steffes headquartered?

Thoreson Steffes is headquartered in Fargo, North Dakota.

What is Thoreson Steffes's CRD number?

Thoreson Steffes's CRD number is 164425. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.