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

Building 2STEWARD CAPITAL MANAGEMENT

Map pinBLOOMFIELD HILLS, MI
Phone248-647-5990
NotebookSEC #801-32202
Total AUM
$95.1M
Employees
5
Clients
67

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21 EAST LONG LAKE ROAD
SUITE 200
BLOOMFIELD HILLS
MI 48304
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
248-647-5990

ReceiptFinancials

Total AUM
$95.1M
Accounts
116
Discretionary
$46.4M
Accounts
89
Non-Discretionary
$48.8M
Accounts
27

ContactClients

View more in analytics →

Individual Clients
29
AUM
$12.2M
HNW Individual Clients
13
AUM
$34.1M
Pooled Vehicle Clients
2
AUM
$40.8M
Charitable Organization Clients
1
AUM
$34.5K
Corporation or Business Clients
22
AUM
$7.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
REAL ESTATE INVESTMENT SERVICES
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
MITX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account