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Home > Retirement Planners > new york > halfmoon > STEWARD ADVISORS GROUP, LLC
STEWARD ADVISORS GROUP, LLC
139 Meyer Road
Suite 201
Halfmoon, New York 12065
Tel: (888) 225-3350
About STEWARD ADVISORS GROUP, LLC
STEWARD ADVISORS GROUP, LLC, formally registered with the SEC as STEWARD ADVISORS GROUP, LLC. The firm was established in 06/23/2022. They have over 7 offices throughout the country.
STEWARD ADVISORS GROUP, LLC is a Halfmoon, New York based Financial Planning firm with nearly $35,541,647 assets under management, offering retirement planning & investment advisory services to 121 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 321846 |
| SEC# | 801-125950 |
| Assets Managed by Firm | $35,541,647 |
| No. of Clients | 121 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 121 | $35,541,647 |
| Individuals (other than high net worth individuals) | 31 | $9,056,627 |
| High net worth individuals | 9 | $17,597,158 |
| Charitable organizations | Fewer than 5 clients | $8,887,862 |
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