Stewardship Advisory Group, LLC
Stewardship Advisory Group, LLC (CRD# 165710) is a financial advisory firm headquartered in Clermont, FL. They manage $269,800,000 in 966 accounts and serve the financial needs of clients across 33 states (or territories).
Current Firm Details
Stewardship Advisory Group, LLC
By the Numbers
-
Total Assets Under Management270MILLION
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Total Number of Accounts966ACCOUNTS
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Average Account Value$279,296
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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, NC, ND, NH, NJ, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WY
Financial Advisors at Stewardship Advisory Group, LLC
No Advisor Found.
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