Overview
Assets Under Management: $135 million
High-Net-Worth Clients: 29
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.25
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 412
Discretionary Accounts: 412
Regulatory Filings
CRD Number: 144851
Last Filing Date: 2024-04-16 00:00:00
Website: https://stewardpartners.com