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Building 2STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.

Map pin
Phone1-800-930-6949
NotebookSEC #801-62738
Total AUM
$73.2M
Employees
4
Clients
144

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
1-800-930-6949
Other Offices
1

ReceiptFinancials

Total AUM
$73.2M
Accounts
325
Discretionary
$73.2M
Accounts
325
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
130
AUM
$24.4M
HNW Individual Clients
12
AUM
$45.8M
Charitable Organization Clients
1
AUM
$2.4M
Corporation or Business Clients
1
AUM
$622.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAILINKYLAMINCNENHNVOHPASCTNTXWA

HandshakeAffiliates

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

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