Sign in
Create a free account
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
STAMFORD, CT
866-694-7769
SEC #801-107426Total AUM
$33.5B
Employees
549Clients
40,426Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
400 ATLANTIC STREET
FLOOR 10, SUITE 1020
STAMFORD
CT 06901-3512
United States
FLOOR 10, SUITE 1020
STAMFORD
CT 06901-3512
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
866-694-7769
Other Offices
86
Financials
Total AUM
$33.5B
Accounts
71,582Discretionary
$25.2B
Accounts
19,166Non-Discretionary
$8.4B
Accounts
52,416
Clients
Individual Clients
14,963AUM
$4.1B
HNW Individual Clients
24,423AUM
$27.8B
Pension/Profit Sharing Plan Clients
528AUM
$403.1M
Charitable Organization Clients
147AUM
$333.8M
Government Entity Clients
1AUM
$1.4M
Corporation or Business Clients
364AUM
$901.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.