Stern Brothers Investment Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

356

Total plan assets

$76.9M

Filings (rows)

Direct comp

$11K

Indirect comp

Showing only "STERN BROTHERS INVESTMENT ADVISORS"

View all 3 variants aggregated →

STERN BROTHERS VALUATION ADVISORS8 STERN BROTHERS6 STERN BROTHERS INVESTMENT ADVISORS1

SERVICES PROVIDED

Investment manager1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Berkel & Company Contractors Inc. Berkel & Company Contractors, Inc. Employee Stock Ownership Plan · all filings	BONNER SPRINGS, KS	Investment manager	356	$76.9M	$11K	$0