Steward Partners Investment Solutions LLC

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Assets, Funds, Holdings

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Steward Partners Investment Solutions LLC
CRD #1254
SEC #801-67179
CIK #0000012532
AUM $990.9 MM (2024-05-22)
Employees 524 (90% Investors, 68% Brokers)
Phone971-353-7800
Address15495 SW Sequoia Parkway
Portland, OR 97224
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
100080060040020002005201120182025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 824 782.8
(b) Individuals (high net worth individuals) 185 158.5
(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 5 9.9
(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 37 39.6
(n) Other 0 0.0
Total 2,712 990.9
By Discretionary
Discretionary 2,418 870.8
Non-Discretionary 294 120.0
Total 2,712 990.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 990.9
Total 2,712 990.9
EDGAR Form CIK 2011 - 2024
13F-HR [0000012532]
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