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Building 2STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS

Map pinHUNTINGTON BEACH, CA
Phone714-455-2955
NotebookSEC #801-127270
Total AUM
$153.1M
Employees
3
Clients
209

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 MAIN STREET
#230
HUNTINGTON BEACH
CA 92648
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
714-455-2955

ReceiptFinancials

Total AUM
$153.1M
Accounts
596
Discretionary
$151.7M
Accounts
593
Non-Discretionary
$1.4M
Accounts
3

ContactClients

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Individual Clients
159
AUM
$60.9M
HNW Individual Clients
45
AUM
$87.5M
Pension/Profit Sharing Plan Clients
2
AUM
$3.8M
Charitable Organization Clients
1
AUM
$461.7K
Corporation or Business Clients
2
AUM
$426K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

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

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