Stifel reports Nov 2022 client assets up 4.5% MoM; warns of lower Advisory revenue in Q4

STIFEL FINANCIAL CORP

Total client assets $399.6B (up 4.5% from Oct; down 5.3% YoY).
Fee-based client assets $148.9B (up 4.7% MoM; down 5.1% YoY).
Client money market balances $26.6B, up 2.1% MoM; continued net inflows in Dec.
M&A delays will lower Advisory revenue; lower rates business activity impacts fixed income.
Bank loans net $20.8B, up 37.5% YoY but down 1.6% from Oct 2022.

item 7.01 item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.9

STIFEL FINANCIAL CORP reported preliminary financial results for November 30, 2022.

Period: November 30, 2022
Result: preliminary results

Exact text from the filing

Stifel Financial Corp. (NYSE: SF) today reported selected operating results for November 30, 2022 in an effort to provide timely information to investors on certain key performance metrics.

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Source: SEC EDGAR

accession 0001193125-22-311040

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