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Building 2STEWARDSHIP FINANCIAL ADVISORS, LLC

Map pinSTOCKBRIDGE, GA
Phone770-507-0025
NotebookSEC #801-67808
Total AUM
$777.4M
Employees
14
Clients
699

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
345 CORPORATE CENTER COURT
STOCKBRIDGE
GA 30281
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
770-507-0025
Other Offices
2

ReceiptFinancials

Total AUM
$777.4M
Accounts
1,740
Discretionary
$777.4M
Accounts
1,740
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
433
AUM
$165.4M
HNW Individual Clients
235
AUM
$570.2M
Charitable Organization Clients
20
AUM
$18.5M
Corporation or Business Clients
11
AUM
$23.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGANCTX

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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