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STEWARDSHIP TRUST ADVISORS
3411 Wilson Avenue Sw
Grandville, Michigan 49418
Tel: 616-878-4200
About STEWARDSHIP TRUST ADVISORS
STEWARDSHIP TRUST ADVISORS, formally registered with the SEC as STEWARDSHIP TRUST ADVISORS. The firm was established in 11/27/2023. They have over 1 offices throughout the country.
STEWARDSHIP TRUST ADVISORS is a Grandville, Michigan based Financial Planning firm with nearly $195,200,000 assets under management, offering retirement planning & investment advisory services to 915 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 121348 |
| SEC# | 801-129119 |
| Assets Managed by Firm | $195,200,000 |
| No. of Clients | 915 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 915 | $195,200,000 |
| Individuals (other than high net worth individuals) | 190 | $80,100,000 |
| High net worth individuals | 42 | $115,100,000 |
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|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
| $20,526,058,796 | 17010 | 134 | |
| $20,209,044,347 | 85 | 74 | |
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