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Building 2STEWARD WEALTH MANAGEMENT

Map pinCOLLEYVILLE, TX
Phone817-428-1145
NotebookSEC #801-68837
Total AUM
$531.1M
Employees
7
Clients
342

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
26 MAIN STREEET
COLLEYVILLE
TX 76034
United States
Operating Hours
APPOINTMENT ONLY
Monday - Friday
Phone
817-428-1145

ReceiptFinancials

Total AUM
$531.1M
Accounts
337
Discretionary
$531.1M
Accounts
337
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
166
AUM
$82.8M
HNW Individual Clients
171
AUM
$448.3M
Pension/Profit Sharing Plan Clients
5
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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