Julia Patricia Foran
Investment adviser representative at Stenger Family Office, LLC
10 yearsExperience
1 stateRegistered in
$734.9MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Stenger Family Office, LLCMar 2023 to now
- Morgan StanleyJul 2020 to Mar 2023
- United States SenateAug 2019 to Dec 2019
- Calamos InvestmentsJun 2018 to Aug 2018
- Skybridge Resource CenterJun 2017 to Jan 2018
- Hillsdale CollegeAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (IL).
Stenger Family Office, LLC
$734.9MAssets managed
887Clients
7Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6961314
- Firm CRD
- 325089