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STEWARDSHIP FINANCIAL SERVICES, INC.

UUID3125dfa4-9b3f-56c2-8220-aa945f96aa4f
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:50
Updated2025-10-23 02:23:50

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 128676 128676 1.0
sec_file_number 801-128810 801-128810

Profile

WebsiteHTTP://STEWARDSHIPFP.COM
HQ CityIRVINGTON
HQ StateNY
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • STEWARDSHIP FINANCIAL PLANNING adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)49,781,371.0
  • RAUM (discretionary)8,101,956.0
  • Actionable assets43,033,158.0
  • Accounts32.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM
  • HNW AUM43,033,158.0

As of 2025-03-28 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.