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Building 2STEWARD ADVISORS GROUP, LLC

Map pinHALFMOON, NY
Phone(518) 406-5624
NotebookSEC #801-125950
Total AUM
$105.4M
Employees
11
Clients
111

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
139 MEYER ROAD
SUITE 201
HALFMOON
NY 12065
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
(518) 406-5624
Other Offices
5

ReceiptFinancials

Total AUM
$105.4M
Accounts
112
Discretionary
$105.4M
Accounts
112
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
84
AUM
$24.7M
HNW Individual Clients
25
AUM
$60.6M
Charitable Organization Clients
1
AUM
$20.1M
Corporation or Business Clients
1
AUM
$2.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGAILNHNYSCTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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