Owen
Hardy

Stenger Family Office, LLC

CRD#7889143
Investment Advisor
in Naperville, IL

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About this Advisor

Owen Hardy is a financial advisor based in Naperville, Illinois, working with Stenger Family Office, LLC. Owen has previously held positions at Wheaton Academy, Taylor University, Cohatch, and Stenger Family Office, LLC. Owen has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Owen is part of Stenger Family Office, LLC, which operates out of Naperville, Illinois. The firm has 1 office and 9 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 65

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

Owen Hardy Work History

2023 - Present (1 year)

Stenger Family Office, LLC

2022 - 2023 (1 year)

Cohatch

2018 - 2022 (4 years)

Taylor University

2014 - 2018 (4 years)

Wheaton Academy

Disclosures

Please visit the SEC profile of Owen Hardy 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

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