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STEWART WEALTH MANAGEMENT, INC.
SAN RAFAEL, CA
415-499-1544
SEC #801-67656Total AUM
$64M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1050 NORTHGATE DRIVE
SUITE 50
SAN RAFAEL
CA 94903
United States
SUITE 50
SAN RAFAEL
CA 94903
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Monday - Friday
Phone
415-499-1544
Financials
Total AUM
$64M
Accounts
460Discretionary
$64M
Accounts
460Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZ
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.