Steward Advisors, LLC

Steward Advisors, LLC (CRD# 156331) is a financial advisory firm headquartered in Chicago, IL. They manage $59,663,585 in 224 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    224
    ACCOUNTS
  • Average Account Value
    $266,355
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Steward Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Dale R. Branda
CRD#: 6637454
Chicago, IL 60607

Dale Branda (CRD# 6637454) is an Investment Advisor Representative working at Steward Advisors, LLC in Chicago, IL and has over 3 years of experience in the finance industry.

2
Michael H. Kwon
CRD#: 1363301
Chicago, IL 60607

Michael Kwon (CRD# 1363301) is an Investment Advisor Representative working at Steward Advisors, LLC in Chicago, IL and has over 19 years of experience in the finance industry.

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