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Building 2STEWARDS ADVISORY SERVICES

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Phone319-229-7439
NotebookSEC #801-129671
Total AUM
$128M
Employees
2
Clients
73

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
319-229-7439
Other Offices
1

ReceiptFinancials

Total AUM
$128M
Accounts
293
Discretionary
$128M
Accounts
293
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
33
AUM
$10.7M
HNW Individual Clients
28
AUM
$51.3M
Pension/Profit Sharing Plan Clients
1
AUM
$749.6K
Charitable Organization Clients
10
AUM
$64.9M
Corporation or Business Clients
1
AUM
$350.4K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
IANJPATX

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

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