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| Steward Advisors Group LLC
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| |
|---|---|
| CRD # | 321846 |
| SEC # | 801-125950 |
| CIK # | |
| AUM | $35.5 MM (2024-05-14) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 888-225-3350 |
| Address | 139 Meyer Road Halfmoon, NY 12065 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 9.1 |
| (b) Individuals (high net worth individuals) | 9 | 17.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 8.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 121 | 35.5 |
| By Discretionary | ||
| Discretionary | 121 | 35.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 121 | 35.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 34.6 | |
| Total | 121 | 35.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
FPG Investments LLC
✚
|
IL | 0.0 |
|
C G Hughes Company LLC
✚
|
NY | 0.0 |
|
BPM Wealth Advisors LLC
✚
|
CA | 0.0 |
|
Native American Fund Advisors LLC
✚
|
OK | 0.0 |
|
DDO Advisory Services LLC
✚
|
NY | 0.0 |
|
Kaiser Wealth Management
✚
|
WY | 0.0 |
|
Polaris Financial LLC
✚
|
MA | 0.0 |
|
Pathway Partners Wealth Advisors LLC
✚
|
NY | 0.0 |
|
Retirewell Plans LLC
✚
|
NY | 0.0 |
|
Inverlochy Capital Inc
✚
|
0.0 |