W.p. Stewart Asset Management Ltd.
W.p. Stewart Asset Management Ltd. (CRD# 122046) is a financial advisory firm headquartered in New York, NY. They manage $203,453,497 in 20 accounts and serve the financial needs of clients across 0 states (or territories).
Total Assets Under Management203MILLION
Total Number of Accounts20ACCOUNTS
Average Account Value$10,172,675
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients