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Steward Partners Investment Solutions LLC
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CRD # | 1254 |
SEC # | 801-67179 |
CIK # | 0000012532 |
AUM | $990.9 MM (2024-05-22) |
Employees | 524 (90% Investors, 68% Brokers) |
Phone | 971-353-7800 |
Address | 15495 SW Sequoia Parkway Portland, OR 97224 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0000012532] |
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|
1.0 | |
Destiny Wealth Partners LLC
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Elite Wealth Management Inc
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Security Financial Services Inc
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Alpha Omega Wealth Management LLC
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Wealthplan Investment Management LLC
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Longview Wealth Management Inc
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ORG Partners LLC
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|
IN | 1.0 |
Stoneridge PMG Advisors LLC
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PA | 1.0 |
The Financial Advisors LLC
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|
MA | 1.0 |