Simply Steward

Simply Steward (CRD# 287771) is a financial advisory firm headquartered in Highlands Ranch, CO. They manage $14,995,444 in 112 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1745 Shea Center Dr, 4th Floor, Highlands Ranch, CO 80129
https://www.facebook.com/simplystewardplanner/
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    112
    ACCOUNTS
  • Average Account Value
    $133,888
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Simply Steward
Showing 1 - 1 of 1 top financial advisors.
1
Steven Cruice, financial advisor Highlands Ranch CO
Steven F. Cruice
CRD#: 6761667
1745 Shea Center Dr, 4th Floor, Highlands Ranch, CO 80129

Steven Cruice (CRD# 6761667) is an Investment Advisor Representative working at Simply Steward in Highlands Ranch, 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals