Adviser Profile

As of Date 07/19/2025
Registration status Registration Changed to THE STEWARDSHIP CENTER,INC.
Contact Info 314 xxxxxxx
Websites
AUM* 135,072,381 29%
of that, discretionary 130,508,188 29%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 2,214,301 18%
% High Net Worth 5.17% 45%
SMA’s No
Private Funds 0

Adviser Type

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

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees