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Building 2STEWARDSHIP FINANCIAL PLANNING

Map pinIRVINGTON, NY
Phone914-380-1421
NotebookSEC #801-128810
Total AUM
$65.5M
Employees
1
Clients
39

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
90 NORTH BROADWAY, SUITE 218
IRVINGTON
NY 10533
United States
Operating Hours
CALL FOR APPOINTMENT
BY APPOINTMENT ONLY
Phone
914-380-1421

ReceiptFinancials

Total AUM
$65.5M
Accounts
102
Discretionary
$17.2M
Accounts
38
Non-Discretionary
$48.3M
Accounts
64

ContactClients

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Individual Clients
13
AUM
$6.1M
HNW Individual Clients
26
AUM
$59.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
NYTX

HandshakeAffiliates

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

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