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

Building 2STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

Map pinSPOKANE, WA
Phone509-443-0845
NotebookSEC #801-134171
Total AUM
$174.6M
Employees
4
Clients
248

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7307 N DIVISION ST STE 205
SPOKANE
WA 99208
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
509-443-0845
Other Offices
1

ReceiptFinancials

Total AUM
$174.6M
Accounts
892
Discretionary
$166.4M
Accounts
699
Non-Discretionary
$8.2M
Accounts
193

ContactClients

View more in analytics →

Individual Clients
167
AUM
$55.7M
HNW Individual Clients
62
AUM
$110.5M
Pension/Profit Sharing Plan Clients
18
AUM
$8.2M
Charitable Organization Clients
1
AUM
$270.6K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDMTTXWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account