STM ASSET MANAGEMENT LLC

CRD 150213

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$56.0M

Discretionary AUM

$46.0M

Team

3 total employees; 3 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-18

Disciplinary history

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Services

Portfolio management (individuals)Portfolio management (institutions)401K SERVICES STM ASSET MANAGEMENT PROVIDES CONSULTATIVE SERVICES AS WELL AS MODEL MANAGEMENT TO 401K EMPLOYERS.

Client types

Type	Clients	AUM
Individuals	498	$40.0M
Corporations/business entities	6	$9.9M

All web addresses on file

Official SEC filing: View on IAPD