other_material
confidence high
sentiment positive
materiality 0.50
Stifel reports April 2025 client assets up 7% YoY to $485.6B; fee-based assets up 11%
STIFEL FINANCIAL CORP
- Total client assets of $485.6B as of April 30, 2025, up 7% from $454.0B a year ago.
- Fee-based client assets of $190.5B, up 11% YoY; Private Client Group fee-based assets $166.0B.
- Bank loans net of $21.5B increased 8% YoY; client money market and insured product $26.1B, down 5% from March.
- CEO cites market appreciation and advisor recruiting for asset growth; money market decline attributed to seasonality.
item 7.01item 2.02item 9.01