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Building 2STEWARD INC.

Map pinWASHINGTON, DC
Phone917-547-3227
NotebookSEC #801-122505
Total AUM
$46.4M
Employees
3
Clients
40

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14 RIDGE SQUARE NW
SUITE 300
WASHINGTON
DC 20016
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
917-547-3227

ReceiptFinancials

Total AUM
$46.4M
Accounts
258
Discretionary
$46.4M
Accounts
258
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
27
AUM
$38.5M
HNW Individual Clients
13
AUM
$7.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODCGAILMAMDNCNJNYOHPATXVAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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