Stewardship Asset Management, LLC

Stewardship Asset Management, LLC (CRD# 146839) is a financial advisory firm headquartered in , . They manage $50,811,077 in 167 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    167
    ACCOUNTS
  • Average Account Value
    $304,258
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
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.

FL, IL

Financial Advisors at Stewardship Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael A. Winkle
CRD#: 2221834
Naples, FL
96
Wealthminder
score

Michael Winkle (CRD# 2221834) is an Investment Advisor Representative working at Stewardship Asset Management, LLC in Naples, FL and has over 24 years of experience in the finance industry.

2
Jeffrey P. Rogers
CRD#: 2332472
885 Sedalia St., Suite 102, Ocoee, FL 34761
63
Wealthminder
score

Jeffrey Rogers (CRD# 2332472) is an Investment Advisor Representative working at Stewardship Asset Management, LLC in Ocoee, FL and has over 23 years of experience in the finance industry.

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