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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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