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Building 2THE STEWARDSHIP CENTER, INC.

Map pin
Phone800-528-6191
NotebookSEC #801-133889
Total AUM
$145.9M
Employees
2
Clients
69

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
800-528-6191

ReceiptFinancials

Total AUM
$145.9M
Accounts
69
Discretionary
$141M
Accounts
68
Non-Discretionary
$4.9M
Accounts
1

ContactClients

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Individual Clients
6
AUM
$222.5K
HNW Individual Clients
8
AUM
$27.7M
Pension/Profit Sharing Plan Clients
1
AUM
$4.9M
Charitable Organization Clients
54
AUM
$113.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
LAMOTX

HandshakeAffiliates

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

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