Stevard LLC
Stevard LLC (CRD# 285189) is a financial advisory firm headquartered in , . They manage $130,588,368 in 56 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Stevard LLC
By the Numbers
-
Total Assets Under Management131MILLION
-
Total Number of Accounts56ACCOUNTS
-
Average Account Value$2,331,935
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, NV
Financial Advisors at Stevard LLC
1
Christine Sibrava (CRD# 5923825) is an Investment Advisor Representative working at Stevard LLC in Chicago, IL and has over 18 years of experience in the finance industry.
2
Jessica Garner (CRD# 6724869) is an Investment Advisor Representative working at Stevard LLC in Chicago, IL and has 1 year of experience in the finance industry.
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