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Building 2STEWARDSHIP ADVISORY GROUP, LLC

Map pinCLERMONT, FL
Phone407-470-1405
NotebookSEC #801-77684
Total AUM
$321.9M
Employees
17
Clients
536

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
17011 S.R. 50
SUITE 203
CLERMONT
FL 34711
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
407-470-1405
Other Offices
1

ReceiptFinancials

Total AUM
$321.9M
Accounts
536
Discretionary
$321.9M
Accounts
536
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
398
AUM
$77.4M
HNW Individual Clients
132
AUM
$231.7M
Charitable Organization Clients
3
AUM
$9.5M
Corporation or Business Clients
3
AUM
$3.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
ALAZCACODCDEFLGAILINKSKYMAMDMEMNMOMTNCNHNJNVNYOHOKORPASCTNTXVAWA

HandshakeAffiliates

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

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