Darin
Roth

Stenger Family Office, LLC

CRD#6074916
Investment Advisor
in Naperville, IL

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About this Advisor

Darin Roth is a financial advisor based in Naperville, Illinois, working with Stenger Family Office, LLC. Darin has previously held positions at Northwestern Mutual Investment Services LLC, Tobias Eng, Northwestern Mutual, Bmo Private Bank, Guggenheim Partners, Morgan Stanley, Morgan Stanley Private Bank, N.A, Stenger Family Office, and Stenger Tax Advisory LLC. Darin has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Texas. Currently, Darin is part of Stenger Family Office, LLC, which operates out of Naperville, Illinois. The firm has one office and nine employees. The firm manages assets totaling $271.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Stenger Family Office, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Naperville Financial Center, 400 East Diehl Road Suite 550
Naperville, IL 60563

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Stenger Family Office, LLC Brokerage Details

Total Assets Under Management

$270,984,698

IL Average: $6,674,516,078
Total Number of Employees

9

IL Average: 44
Total Number of Accounts

983

IL Average: 2,564
Average Account Size

$275,671

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Darin Roth Work History

2023 - Present (1 year)

Stenger Family Office

2023 - Present (1 year)

Stenger Tax Advisory LLC

2019 - Present (5 years)

Morgan Stanley Private Bank, N.A

2019 - 2023 (4 years)

Morgan Stanley

2019 - 2023 (4 years)

Morgan Stanley Private Bank, N.A

2015 - 2019 (4 years)

Guggenheim Partners

2014 - 2015 (1 year)

Northwestern Mutual Investment Services LLC

2014 - 2015 (1 year)

Tobias Eng

2014 - 2014 (< 1 year)

Northwestern Mutual

2014 - 2014 (< 1 year)

Bmo Private Bank

Disclosures

Please visit the SEC profile of Darin Roth to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stenger Family Office, LLC

Darin Roth
Naperville, IL
Samuel Hardy
Naperville, IL
Owen Hardy
Naperville, IL
Nicholas Stenger
Naperville, IL
William Bailey
Naperville, IL
Audrey Feldpausch
Ann Arbor, MI
Julia Huebner
Naperville, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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