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

More Retirement Planning firms in Halfmoon, New York:

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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