Overview
Assets Under Management: $157 million
High-Net-Worth Clients: 33
Average Client Assets: $1.9 million
Frequently Asked Questions
PORTFOLIO STEWARDS INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #312820), PORTFOLIO STEWARDS INC. is subject to fiduciary duty under federal law.
PORTFOLIO STEWARDS INC. serves 33 high-net-worth clients according to their SEC filing dated September 08, 2023. View client details ↓
According to their SEC Form ADV, PORTFOLIO STEWARDS INC. offers financial planning and portfolio management for individuals. View all service details ↓
PORTFOLIO STEWARDS INC. manages $157 million in client assets according to their SEC filing dated September 08, 2023.
According to their SEC Form ADV, PORTFOLIO STEWARDS INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.94%
Average Client Assets: $1.9 million
Total Client Accounts: 629
Discretionary Accounts: 629
Regulatory Filings
CRD Number: 312820
Filing ID: 1786368
Last Filing Date: 2023-09-08 17:16:00