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

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Firm Name	Assets Under Management	Total Clients	Total Advisors

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