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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Stewardship Financial Services Inc
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|---|---|
| CRD # | 128676 |
| SEC # | 801-128810 |
| CIK # | |
| AUM | $49.8 M (2025-03-28) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 914-380-1421 |
| Address | 90 North Broadway, Suite 218 Irvington, NY 10533 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 6.7 |
| (b) Individuals (high net worth individuals) | 21 | 43.0 |
| (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 | 0.0 |
| (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 | 32 | 49.8 |
| By Discretionary | ||
| Discretionary | 6 | 8.1 |
| Non-Discretionary | 26 | 41.7 |
| Total | 32 | 49.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 49.8 | |
| Total | 32 | 49.8 |
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0.1 | |
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Altitude Capital Management LLC
✚
|
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|
FBD Asset Mgmt LLC
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|
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|
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✚
|
NY | 0.0 |
|
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|
0.0 | |
|
RSD Advisors LLC
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|
0.0 |