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| Happy Holidays!! thanks for using AUM13F!! |
| Steward Partners Investment Advisory LLC
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|---|---|
| CRD # | 283004 |
| SEC # | 801-107426 |
| CIK # | 0001723397 |
| AUM | $24.8 B (2025-06-30) |
| Employees | 591 (67% Investors, 73% Brokers) |
| Phone | 866-694-7769 |
| Address | 140 E 45th Street New York, NY 10017 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.4 | ||
| Microsoft Corp | 0.4 | ||
| Nvidia Corp | 0.4 | ||
| Amazon Com Inc | 0.3 | ||
| J P Morgan Chase & Co | 0.2 | ||
| Facebook Inc | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| Broadcom Inc | 0.2 | ||
| VISA Inc | 0.1 | ||
| Home Depot Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10,888 | 2.8 |
| (b) Individuals (high net worth individuals) | 19,816 | 21.0 |
| (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 | 60 | 0.1 |
| (h) Charitable organizations | 21 | 0.1 |
| (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 | 443 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 54,866 | 24.8 |
| By Discretionary | ||
| Discretionary | 44,009 | 19.6 |
| Non-Discretionary | 10,857 | 5.2 |
| Total | 54,866 | 24.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 24.0 | |
| Total | 54,866 | 24.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001723397] |
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Ruffer LLP
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|
Asset Allocation & Management Company LLC
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IL | 24.0 |
|
BNY Mellon Advisors Inc
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NJ | 24.0 |