Financial Steward Associates, LLC

Financial Steward Associates, LLC (CRD# 110594) is a financial advisory firm headquartered in Boulder, CO. They manage $218,042,812 in 587 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
2919 Valmont Road, Ste 109, Boulder, CO 80301
https://www.allseasonsadvisory.com/
By the Numbers
  • Total Assets Under Management
    218
    MILLION
  • Total Number of Accounts
    587
    ACCOUNTS
  • Average Account Value
    $371,453
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, MD, NE, NM, OR, TX

Financial Advisors at Financial Steward Associates, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Melissa Baldwin, financial advisor Boulder CO
Melissa A. Baldwin
CRD#: 5324723
2919 Valmont Road, Ste 109, Boulder, CO 80301

Melissa Baldwin (CRD# 5324723) is an Investment Advisor Representative working at Financial Steward Associates, LLC in Boulder, CO and has over 16 years of experience in the finance industry.

2
Marion Steward, financial advisor Boulder CO
Marion P. Steward
CRD#: 2795970
2919 Valmont Road, Ste 109, Boulder, CO 80301

Marion Steward (CRD# 2795970) is an Investment Advisor Representative working at Financial Steward Associates, LLC in Boulder, CO and has over 27 years of experience in the finance industry.

3
Heather Williams, financial advisor Boulder CO
Heather A. Williams
CRD#: 5475507
2919 Valmont Road, Ste 109, Boulder, CO 80301

Heather Williams (CRD# 5475507) is an Investment Advisor Representative working at Financial Steward Associates, LLC in Boulder, CO and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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