Stewardship Financial Planning
Stewardship Financial Planning (CRD# 128676) is a financial advisory firm headquartered in Irvington, NY. They manage $36,975,061 in 28 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management37MILLION
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Total Number of Accounts28ACCOUNTS
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Average Account Value$1,320,538
Compensation Options
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Stewardship Financial Planning
1
John Belluardo (CRD# 1920731) is an Investment Advisor Representative working at Stewardship Financial Planning in Irvington, NY and has 1 year of experience in the finance industry.
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