Stewardship Financial Plainning, LLC

Stewardship Financial Plainning, LLC (CRD# 117826) is a financial advisory firm headquartered in , . They manage $50,000,000 in 130 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $384,615
Compensation Options
  • 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
The map below shows states where this firm has explicit registration only.

ME

Financial Advisors at Stewardship Financial Plainning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert Corey, financial advisor Readfield ME
Robert J. Corey
CRD#: 4482727
Readfield, ME

Robert Corey (CRD# 4482727) is an Investment Advisor Representative working at Stewardship Financial Plainning, LLC in Readfield, ME and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals