Steffens Financial Corp
● SEC registered since 2026CRD 342546SEC# 801-136512Byram Township, NJ
Reg. AUM
$162M
Employees
10
Accounts
432
Location
Byram Township, NJ
About Steffens Financial Corp
Steffens Financial is an independent financial consulting firm helping people and companies establish short- and long-term financial goals. It offers tax-efficient planning for individuals, corporations, and nonprofits under fiduciary designations.
Summary based on the firm’s website.
Steffens Financial Corp assets under management
Steffens Financial Corp operates as an SEC-registered investment adviser based in Byram Township, NJ. The firm has been registered since 2026. It reports $162 million in regulatory assets under management and employs 10 people.
Steffens Financial Corp owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Shain Andru Steffens Control | Chief Compliance Officer | 50-75% | 2026 |
| Shain Andru Steffens Control | Managing Partner | 50-75% | 2010 |
| Shawn Adam Steffens Control | Managing Partner | 50-75% | 2010 |
Frequently asked questions
How much does Steffens Financial Corp manage?
Steffens Financial Corp reports $162 million in regulatory assets under management on its Form ADV.
How many employees does Steffens Financial Corp have?
Steffens Financial Corp reports 10 employees.
Where is Steffens Financial Corp located?
Steffens Financial Corp is based in Byram Township, NJ and has been SEC-registered since 2026.
Does Steffens Financial Corp disclose fund performance?
Steffens Financial Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 276 Route 206, Suite a, Byram Township, NJ 07821 |
| Phone | 973-786-3696 |
| Fax | 973-786-1479 |
| Office hours | 9-5 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$162MNo change
Sep '26Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,389 advisers
EmployeesTop 40%
More than 60% of 16,799 advisers
Assets under management
$162Mregulatory AUM
Discretionary $162M