Luesink Stenstrom Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 1, 2026, reports $94M in regulatory assets under management, 2 employees, and 169 accounts.
Assets Under Management
$94M
Employees
2
Offices
--
Total Clients
50
Primary office
NEW YORK, NY
475 PARK AVENUE SOUTH, SUITE 2100, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 58.0% of total clients.
Top client categories% of clientsClients
1
HNWI
58.0%
29
2
Individuals
42.0%
21
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$94Mas of April 1, 2026
Discretionary100.0%
$94M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$94M
Total Accounts169
10Y AUM Change+$50M (+114.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee25:1
10Y Employee Change-1 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.