Adviser Profile
| As of Date | 08/16/2025 |
| Registration status | Registration Changed to STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC |
| ADV Location | SPOKANE, WA, United States |
| Contact Info | 509 xxxxxxx |
| Websites |
| AUM* | 106,383,834 12% |
| of that, discretionary | 104,790,442 11% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 151,760 4% |
| % High Net Worth | 10.16% 20% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds