other
confidence high
sentiment positive
materiality 0.40
Stifel reports Jan 2025 client assets $510B, up 14% YoY; fee-based assets +18%
STIFEL FINANCIAL CORP
- Total client assets $509.7B as of Jan 31, 2025 vs $446.7B a year ago (+14%).
- Fee-based client assets $197.3B (+18% YoY); Private Client Group fee-based $172.5B (+18%).
- Client money market & insured products $27.9B (+7% YoY) but down 4% from Dec seasonal sweep decline.
- Bank loans net $21.1B (+8% YoY). CEO cites stronger markets and solid recruiting pipeline.