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Building 2STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

Map pinPORTLAND, OR
Phone971-353-7800
NotebookSEC #801-67179
Total AUM
$990.9M
Employees
524
Clients
1,051

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15495 SW SEQUOIA PARKWAY
SUITE 150
PORTLAND
OR 97224
United States
Operating Hours
7:00 AM - 4:00 PM
Monday - Friday
Phone
971-353-7800
Other Offices
4

ReceiptFinancials

Total AUM
$990.9M
Accounts
2,712
Discretionary
$870.8M
Accounts
2,418
Non-Discretionary
$120M
Accounts
294

ContactClients

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Individual Clients
824
AUM
$782.8M
HNW Individual Clients
185
AUM
$158.5M
Charitable Organization Clients
5
AUM
$9.9M
Corporation or Business Clients
37
AUM
$39.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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