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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Stewardship Concepts Financial Services LLC
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|---|---|
| CRD # | 330611 |
| SEC # | 801-134171 |
| CIK # | |
| AUM | $106.4 M (2025-07-15) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 509-443-0845 |
| Address | 7307 N Division St Ste 205 Spokane, WA 99208 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 219 | 54.2 |
| (b) Individuals (high net worth individuals) | 25 | 52.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.3 |
| (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 | 701 | 106.4 |
| By Discretionary | ||
| Discretionary | 700 | 104.8 |
| Non-Discretionary | 1 | 1.6 |
| Total | 701 | 106.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 106.4 | |
| Total | 701 | 106.4 |
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|---|---|---|
|
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✚
|
WA | 0.1 |
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IL | 0.1 |
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NY | 0.1 |
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Burt Asset Management Inc
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0.1 | |
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Investment Management Trust LLC
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MA | 0.1 |
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Primm & Co Inc
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0.1 | |
|
Natural Bridges Financial Advisors LLC
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CA | 0.1 |
|
Planning Solutions International LLC
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FL | 0.1 |
|
Beacon Hill Wealth Management Ltd
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0.1 | |
|
Portland Financial Advisors Inc
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0.1 |