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Building 2STEWARDSHIP ADVISORS, LLC

Map pinMOUNT JOY, PA
Phone(717) 492-4787
NotebookSEC #801-108174
Total AUM
$545.2M
Employees
15
Clients
689

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
321 W. MAIN STREET
MOUNT JOY
PA 17552
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(717) 492-4787

ReceiptFinancials

Total AUM
$545.2M
Accounts
2,247
Discretionary
$538.1M
Accounts
2,160
Non-Discretionary
$7.1M
Accounts
87

ContactClients

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Individual Clients
528
AUM
$208.7M
HNW Individual Clients
146
AUM
$301.9M
Pension/Profit Sharing Plan Clients
1
AUM
$617.8K
Charitable Organization Clients
13
AUM
$28.8M
Corporation or Business Clients
1
AUM
$5.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLPATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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