Steward Partners Investment Solutions, LLC
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 1254
- Registered since
- January 1, 1936
- Website
- www.stewardpartners.com
Firm profile
FINTRXOverview
Steward Partners Investment Solutions, LLC is organized as a limited liability company and is recorded in the dataset as owned by a domestic entity/individual. The firm is marked as an active ESG investor and is not identified as a capital allocator. Several adviser-type flags are negative (not a multi-state adviser, not a newly formed adviser, not a pension consultant, not a related adviser), and the dataset classifies the firm as "Unclassified." No detailed business-activity or client-segmentation narrative was provided in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities57%
- Public Funds/Mutual Funds30%
- Cash & Cash Equivalents5%
- State & Local Bonds4%
- Non-Exchange Traded Equities1%
Owners & executives
3 of 5
Jeani Winterbourne
President, Chief Operating OfficerCRD 1075564
Valerie Rivera
Chief Operating OfficerCRD 4878906
Frank McDonnell
Chief Product OfficerCRD 3029073
Contacts
3 of 514
Reed Sloat
Managing Director, Financial AdvisorCRD 5654701
David Lancaster
Managing DirectorCRD 5670474
Margaret Wiley
Managing Director, Financial AdvisorCRD 5681782
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 101Active vs passive
$265M in ETFs
99%
$262M
1%
$3.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $25.8M | 53,631 | 9.71% |
Location
Portland, OR
Washington
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Washington
- Address
- 15495 Sw Sequoia Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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