Steward Partners Investment Solutions LLC
- Assets, Funds, Holdings
| Steward Partners Investment Solutions LLC
|
| CRD # | 1254 |
| SEC # | 801-67179 |
| CIK # | 0000012532 |
| AUM |
|
| 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 ($M)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| 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 |
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