Stifel reports record client assets of $447B in January 2024, up 10% YoY

STIFEL FINANCIAL CORP

Total client assets $446.7B (+10% YoY, +1% MoM) reaching record levels.
Fee-based client assets $166.7B (+11% YoY, +1% MoM); Private Client Group fee-based $146.7B (+11% YoY).
Net bank loans $19.5B (-6% YoY, -1% MoM); client money market & insured product $26.1B (-4% YoY, -1% MoM).
CEO cites strong equity markets, solid recruiting; seasonal sweep decline partly offset by Smart Rate growth.

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 January 31, 2024.

Period: January 31, 2024
Result: preliminary results

Exact text from the filing

Stifel Financial Corp. (NYSE: SF) today reported selected operating results for January 31, 2024

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44 earnings releases filed in the last 30 days. Browse all earnings releases →

STIFEL FINANCIAL CORP filing history →

Source: SEC EDGAR

accession 0001193125-24-042842

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