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Home > Retirement Planners > florida > clermont > STEWARDSHIP ADVISORY GROUP, LLC
STEWARDSHIP ADVISORY GROUP, LLC
17011 S.R. 50
Suite 203
Clermont, Florida 34711
Tel: 407-470-1405
About STEWARDSHIP ADVISORY GROUP, LLC
STEWARDSHIP ADVISORY GROUP, LLC, formally registered with the SEC as STEWARDSHIP ADVISORY GROUP, LLC. The firm was established in 03/05/2013. They have over 2 offices throughout the country.
STEWARDSHIP ADVISORY GROUP, LLC is a Clermont, Florida based Financial Planning firm with nearly $269,800,000 assets under management, offering retirement planning & investment advisory services to 966 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165710 |
| SEC# | 801-77684 |
| Assets Managed by Firm | $269,800,000 |
| No. of Clients | 966 |
| No. of Advisors | 21 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 966 | $269,800,000 |
| Individuals (other than high net worth individuals) | 751 | $106,000,000 |
| High net worth individuals | 191 | $131,100,000 |
| Charitable organizations | 14 | $7,600,000 |
| Corporations or other businesses | 10 | $25,100,000 |
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|---|---|---|---|
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