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Managing Partner · Steffens Financial Corp

Shawn A. Steffens

CRD 4275098 · Named on Form ADV at one SEC-registered adviser

At a glance

Steffens Financial Corp, an SEC-registered wealth manager based in Byram Township, NJ with $162 million in regulatory assets, lists Shawn A. Steffens on its Form ADV as Managing Partner, a control person.

Firms and roles

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Shawn’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Shawn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.