STEWARD WEALTH MANAGEMENT
  • STEWARD WEALTH MANAGEMENT
  • STEWARD FINANCIAL GROUP, LLC

Adviser Profile

As of Date 11/02/2023
Registration status Terminated
ADV Location COLLEYVILLE, TX, United States
Contact Info 817 xxxxxxx
Websites
AUM* 531,105,908 5%
of that, discretionary 531,105,908 5%
Number of Employees 7 -22%
of those in investment advisory functions 5 -17%
Private Fund GAV* 0
Avg Account Size 1,575,982 243%
% High Net Worth 50.74% 0%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

531M 455M 379M 303M 228M 152M 76M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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