1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2STEWARDSHIP CAPITAL

Map pinINDEPENDENCE, MO
Phone816-833-6650
NotebookSEC #801-130645
Total AUM
$168.4M
Employees
5
Clients
392

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4200 LITTLE BLUE PARKWAY
SUITE 650
INDEPENDENCE
MO 64057
United States
Operating Hours
8:00 AM TO 4:30 PM
Monday - Friday
Phone
816-833-6650

ReceiptFinancials

Total AUM
$168.4M
Accounts
392
Discretionary
$168.4M
Accounts
392
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
328
AUM
$63.6M
HNW Individual Clients
57
AUM
$101.2M
Charitable Organization Clients
7
AUM
$3.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KSMOTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account