STEWARDS ASSET MANAGEMENT

Overview

Stewards Asset Management operates as an independent registered investment advisor (RIA) structured as a limited liability company. The firm focuses on providing a range of financial services, including financial planning, portfolio management for both individuals and small businesses, and educational seminars. Stewards Asset Management primarily serves individual and family clients, employing a fee structure that includes a percentage of assets under management (AUM), hourly charges, and fixed fees. The firm is also an active investor in environmental, social, and governance (ESG) initiatives, reflecting a commitment to sustainable investing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices