FINANCIAL STEWARD ASSOCIATES, LLC

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

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 $218,042,812 assets under management, offering retirement planning & investment advisory services to 587 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110594
SEC#	801-126558
Assets Managed by Firm	$218,042,812
No. of Clients	587
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	587	$218,042,812
Individuals (other than high net worth individuals)	160	$34,939,155
High net worth individuals	184	$179,029,201
Pension and profit sharing plans	Fewer than 5 clients	$2,389,122
Charitable organizations	Fewer than 5 clients	$1,685,334

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