Adviser Profile

As of Date 02/03/2026
Registration SEC, Approved, 07/17/2025
Other registrations (9)
Former registrations

THE STEWARDSHIP CENTER,INC.

Contact Info 800 xxxxxxx
Websites
AUM* 145,947,279 8%
of that, discretionary 141,034,407 8%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 2,115,178 -4%
% High Net Worth 11.59% 124%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

141M 121M 101M 81M 60M 40M 20M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees