Steward Family Office, Inc.

Steward Family Office, Inc. (CRD# 173846) is a financial advisory firm headquartered in Escondido, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
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.


Financial Advisors at Steward Family Office, Inc.
Showing 1 - 1 of 1 top financial advisors.
Timothy L. Winter
CRD#: 4877537
500 La Terraza Blvd., Suite 150, Escondido, CA 92025

Timothy Winter (CRD# 4877537) is an Investment Advisor Representative working at Steward Family Office, Inc. in Escondido, CA and has over 13 years of experience in the finance industry. Timothy Winter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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