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STEWART J INVESTMENTS
SAN FRANCISCO, CA
415-982-4223
SEC #801-14844Total AUM
$56.9M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
235 MONTGOMERY ST
SUITE 869
SAN FRANCISCO
CA 94104
United States
SUITE 869
SAN FRANCISCO
CA 94104
United States
Operating Hours
M-TH 1-5P, FR 10A-3P
M-F 9A-5P BY APPOINTMENT
M-F 9A-5P BY APPOINTMENT
Phone
415-982-4223
Financials
Total AUM
$56.9M
Accounts
115Discretionary
$56.9M
Accounts
115Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementMarket Timing
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.