THE STEWARDSHIP CENTER, INC.
Total AUM
$145.9M
Employees
2Clients
69Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
800-528-6191
Financials
Total AUM
$145.9M
Accounts
69Discretionary
$141M
Accounts
68Non-Discretionary
$4.9M
Accounts
1
Clients
Individual Clients
6AUM
$222.5K
HNW Individual Clients
8AUM
$27.7M
Pension/Profit Sharing Plan Clients
1AUM
$4.9M
Charitable Organization Clients
54AUM
$113.1M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
LAMOTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.