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STEWARD ADVISORS, LLC
625 West Adams Street
Floor 19
Chicago, Illinois 60661
Tel: 630-537-0111
About STEWARD ADVISORS, LLC
STEWARD ADVISORS, LLC, formally registered with the SEC as STEWARD ADVISORS, LLC. The firm was established in 04/08/2022. They have over 2 offices throughout the country.
STEWARD ADVISORS, LLC is a Chicago, Illinois based Financial Planning firm with nearly $132,453,218 assets under management, offering retirement planning & investment advisory services to 323 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 156331 |
| SEC# | 801-123655 |
| Assets Managed by Firm | $132,453,218 |
| No. of Clients | 323 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 323 | $132,453,218 |
| Individuals (other than high net worth individuals) | 57 | $18,906,968 |
| High net worth individuals | 44 | $113,497,796 |
| Charitable organizations | 1 | $48,454 |
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