STEWARDSHIP FINANCIAL PLANNING

90 North Broadway, Suite 218
Irvington, New York 10533
Tel: 914-380-1421

About STEWARDSHIP FINANCIAL PLANNING

STEWARDSHIP FINANCIAL PLANNING, formally registered with the SEC as STEWARDSHIP FINANCIAL PLANNING. The firm was established in 09/29/2023. They have over 1 offices throughout the country.

STEWARDSHIP FINANCIAL PLANNING is a Irvington, New York based Financial Planning firm with nearly $36,975,061 assets under management, offering retirement planning & investment advisory services to 28 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	128676
SEC#	801-128810
Assets Managed by Firm	$36,975,061
No. of Clients	28
No. of Advisors	1

Fee Structure

Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	28	$36,975,061
Individuals (other than high net worth individuals)	11	$5,897,023
High net worth individuals	17	$31,078,038

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