STEWARDSHIP ADVISORS, LLC

321 W. Main Street
Mount Joy, Pennsylvania 17552
Tel: (717) 492-4787

About STEWARDSHIP ADVISORS, LLC

STEWARDSHIP ADVISORS, LLC, formally registered with the SEC as STEWARDSHIP ADVISORS, LLC. The firm was established in 07/29/2016. They have over 1 offices throughout the country.

STEWARDSHIP ADVISORS, LLC is a Mount Joy, Pennsylvania based Financial Planning firm with nearly $321,183,653 assets under management, offering retirement planning & investment advisory services to 1509 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	277099
SEC#	801-108174
Assets Managed by Firm	$321,183,653
No. of Clients	1509
No. of Advisors	11

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1509	$321,183,653
Individuals (other than high net worth individuals)	400	$143,629,843
High net worth individuals	86	$161,337,813
Charitable organizations	10	$13,216,092
Corporations or other businesses	3	$2,999,905

More Retirement Planning firms in Mount Joy, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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