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STEWARD CAPITAL MANAGEMENT
21 East Long Lake Road
Suite 200
Bloomfield Hills, Michigan 48304
Tel: 248-647-5990
About STEWARD CAPITAL MANAGEMENT
STEWARD CAPITAL MANAGEMENT, formally registered with the SEC as STEWARD CAPITAL MANAGEMENT. The firm was established in 06/30/1988. They have over 1 offices throughout the country.
STEWARD CAPITAL MANAGEMENT is a Bloomfield Hills, Michigan based Financial Planning firm with nearly $137,717,669 assets under management, offering retirement planning & investment advisory services to 85 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104936 |
| SEC# | 801-32202 |
| Assets Managed by Firm | $137,717,669 |
| No. of Clients | 85 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (REAL ESTATE INVESTMENT SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 85 | $137,717,669 |
| Individuals (other than high net worth individuals) | 22 | $8,631,005 |
| High net worth individuals | 7 | $22,553,295 |
| Charitable organizations | Fewer than 5 clients | $13,593 |
| Corporations or other businesses | 20 | $68,241,346 |
More Retirement Planning firms in Bloomfield Hills, Michigan:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
| $20,526,058,796 | 17010 | 134 | |
| $20,209,044,347 | 85 | 74 | |
| $15,029,547,343 | 412 | 15 | |
| $11,989,880,000 | 105 | 31 |
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