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Building 2STEWART CAPITAL ADVISORS, LLC

Map pinINDIANA, PA
Phone724-465-3458
NotebookSEC #801-64212
Total AUM
$1.1B
Employees
10
Clients
57

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 PHILADELPHIA STREET
INDIANA
PA 15701
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
724-465-3458

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,090
Discretionary
$1.1B
Accounts
1,090
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$1.4M
HNW Individual Clients
13
AUM
$54.7M
Banking Clients
1
AUM
$875.5M
Charitable Organization Clients
10
AUM
$23.5M
Government Entity Clients
16
AUM
$58.3M
Insurance Company Clients
1
AUM
$4.4M
Corporation or Business Clients
15
AUM
$76.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEPA

HandshakeAffiliates

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

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