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Building 2STEWARDSHIP TRUST ADVISORS

Map pinGRANDVILLE, MI
Phone616-878-4200
NotebookSEC #801-129119
Total AUM
$294.9M
Employees
7
Clients
285

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3411 WILSON AVENUE SW
GRANDVILLE
MI 49418
United States
Operating Hours
9:00AM-4:00PM
Monday - Friday
Phone
616-878-4200

ReceiptFinancials

Total AUM
$294.9M
Accounts
983
Discretionary
$268.1M
Accounts
978
Non-Discretionary
$26.7M
Accounts
5

ContactClients

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Individual Clients
238
AUM
$152.3M
HNW Individual Clients
47
AUM
$142.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MITX

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

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