secwatch.observer — SEC 8-K summary
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Issuer:     STIFEL FINANCIAL CORP (SF)
CIK:        0000720672
Form:       8-K
Filed at:   2025-02-27T23:59:59+00:00
Accession:  0001193125-25-039255
Event type: other
Sentiment:  positive
Materiality: 0.40
Item codes: 7.01, 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Stifel reports Jan 2025 client assets $510B, up 14% YoY; fee-based assets +18%
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/720672/000119312525039255/0001193125-25-039255-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/720672/000119312525039255/d925439d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-25-039255

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer