Julia
Huebner
Stenger Family Office, LLC
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About this Advisor
Julia Huebner is a financial advisor based in Naperville, Illinois, working with Stenger Family Office, LLC. Julia has previously held positions at Morgan Stanley, Party City, Boombah, Hillsdale College, Skybridge Resource Center, Calamos Investments, United States Senate, Neuqua Valley High School, and Stenger Family Office. Julia has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Julia 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
Services Offered
Fee Structure
Office Location
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Stenger Family Office, LLC Brokerage Details
$270,984,698
9
983
$275,671
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
Julia Huebner Work History
Stenger Family Office
Morgan Stanley
United States Senate
Calamos Investments
Hillsdale College
Skybridge Resource Center
Hillsdale College
Party City
Boombah
Neuqua Valley High School
Disclosures
Please visit the SEC profile of Julia Huebner 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
Naperville, IL
Naperville, IL
Naperville, IL
Naperville, IL
Naperville, IL
Naperville, IL
Ann Arbor, MI
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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