James Allan Bailey
Investment adviser representative at Stenger Family Office, LLC
39 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
39 years in the industry.
- Stenger Family Office, LLCApr 2026 to now
- UnemployedNov 2024 to Apr 2026
- Brown Brothers HarrimanMar 2022 to Nov 2024
- UnemployedOct 2021 to Mar 2022
- Northrock PartnersAug 2020 to Sep 2021
- UnemployedJul 2019 to Aug 2020
- Northern Trust CompanyJun 1987 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8310093
- Firm CRD
- 325089