Stewardship Financial

Stewardship Financial (CRD# 281386) is a financial advisory firm headquartered in Gilbert, AZ. They manage $65,025,904 in 719 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1094 S Gilbert Rd #210, Gilbert, AZ 85296
http://www.stewardaz.com (redirect url)
By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    719
    ACCOUNTS
  • Average Account Value
    $90,439
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Stewardship Financial
Showing 1 - 3 of 3 top financial advisors.
1
Grant Botma, financial advisor Gilbert AZ
Grant M. Botma
CRD#: 7023343
1094 S Gilbert Rd #210, Gilbert, AZ 85296

Grant Botma (CRD# 7023343) is an Investment Advisor Representative working at Stewardship Financial in Gilbert, AZ and has over 5 years of experience in the finance industry.

2
Jake Norton, financial advisor Gilbert AZ
Jake A. Norton
CRD#: 5979082
1094 S Gilbert Rd #210, Gilbert, AZ 85296

Jake Norton (CRD# 5979082) is an Investment Advisor Representative working at Stewardship Financial in Gilbert, AZ and has over 12 years of experience in the finance industry.

3
Brian Ream, financial advisor Gilbert AZ
Brian P. Ream
CRD#: 7559798
1094 S Gilbert Rd #210, Gilbert, AZ 85296

Brian Ream (CRD# 7559798) is an Investment Advisor Representative working at Stewardship Financial in Gilbert, AZ 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