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Home > Retirement Planners > new york > irvington > STEWARDSHIP FINANCIAL PLANNING
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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