Overview
Assets Under Management: $991 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 185
Average Client Assets: $0.9 million
Frequently Asked Questions
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC 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 #1254), STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC is subject to fiduciary duty under federal law.
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC is headquartered in PORTLAND, OR.
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC serves 185 high-net-worth clients according to their SEC filing dated May 22, 2024. View client details ↓
According to their SEC Form ADV, STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC manages $991 million in client assets according to their SEC filing dated May 22, 2024.
According to their SEC Form ADV, STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 185
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.00%
Average Client Assets: $0.9 million
Total Client Accounts: 2,712
Discretionary Accounts: 2,418
Non-Discretionary Accounts: 294
Regulatory Filings
CRD Number: 1254
Filing ID: 1877776
Last Filing Date: 2024-05-22 13:46:00