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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