Adviser Profile
| As of Date | 05/03/2025 |
| Registration status | Registration Changed to FINANCIAL STEWARD ASSOCIATES, LLC |
| ADV Location | BOULDER, CO, United States |
| Contact Info | 303 xxxxxxx |
| Websites |
| AUM* | 218,042,812 |
| of that, discretionary | 218,042,812 |
| Number of Employees | 7 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 371,453 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
Advisory Activities
- Financial planning services
Compensation Arrangments
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
218M
187M
156M
125M
93M
62M
31M
2022
2023
2024
2025
Private Funds
No private funds