SYVERSON STREGE & COMPANY
C35
CRD 109228·SEC 801-54959·WEST DES MOINES, IA
AUM
$910.8M
$500M-$1B
Est. Revenue
$9.1M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$21.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $433.0M
'21 · $581.0M
'22 · $700.6M
'23 · $700.6M
'25 · $900.5M
'26 · $910.8M
'20'26
$433.0M → $910.8M▲ +110%
Operations
Advisory staff (5-yr trend)
'20 · 12 advisors
'21 · 13 advisors
'22 · 14 advisors
'23 · 14 advisors
'25 · 15 advisors
'26 · 13 advisors
'20'26
12 advisors → 13 advisors▲ +8%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersOther Advisory Services
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (8)
Everything else we've pulled for this record, not yet curated into a section.