Tech stack
No one at Stegner Investment Associates Inc has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
L
Lincoln Financial Group Trust Company
Per Form ADV · $700M held · filed Mar 2024
Schwab
Per Form ADV · $627M held · filed Mar 2024
T
T Rowe Price Retirement Plan Services, Inc
Per Form ADV · $383M held · filed Mar 2024
Northern Trust
Per Form ADV · $203M held · filed Mar 2024