Justin Ryan Stender
Advisor at Alley Company — Lake Forest, IL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
25 years
Location
Lake Forest, IL 60045
Alley Company
Team
Total advisors
5Clients per advisor
32 LowAvg AUM per client
$5,245,392 Very HighHNW client ratio
78% Very HighJustin Stender is a financial advisor at Alley Company with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Morningstar Investment Services, Inc. for 24 years before joining Alley Company. Alley Investment Management Company provides discretionary separate-account portfolio management primarily for high-net-worth individuals, institutions, foundations, and family offices. The firm focuses on tax-conscious, long-term large-cap equity strategies combined with customized asset-allocation programs, utilizing ETFs, options, and margin where appropriate.
Based on Alley Company
Based on Alley Company
$0 - $5,000,000: 1.00% annually Above $5,000,000+: 0.80% annually
Account minimum: $2,000,000 Fee-only: Asset-based fee only; no commissions accepted.
Lake Forest, IL
272 Market Square, Suite 214
Lake Forest IL 60045
Advisors at this office
5
Illinois
25 years of industry experience
Alley Company
2025 - Present • 1 year
Lake Forest, IL
Morningstar Investment Services, Inc.
2001 - 2025 • 24 years
Chicago, IL
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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