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FINANCIAL STEWARD ASSOCIATES, LLC

2919 Valmont Road
Ste 109
Boulder, Colorado 80301
Tel: 303-444-5440

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About FINANCIAL STEWARD ASSOCIATES, LLC

FINANCIAL STEWARD ASSOCIATES, LLC, formally registered with the SEC as FINANCIAL STEWARD ASSOCIATES, LLC. The firm was established in 09/15/2022. They have over 2 offices throughout the country.

FINANCIAL STEWARD ASSOCIATES, LLC is a Boulder, Colorado based Financial Planning firm with nearly $196,113,261 assets under management, offering retirement planning & investment advisory services to 586 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#110594
SEC#801-126558
Assets Managed by Firm$196,113,261
No. of Clients586
No. of Advisors7

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total586$196,113,261
Individuals (other than high net worth individuals)187$48,756,572
High net worth individuals84$144,428,695
Charitable organizationsFewer than 5 clients$1,486,108

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