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 an SEC-registered limited liability company that provides investment solutions and advisory services under the Steward Partners brand. The firm reports being active on ESG considerations and participates in retail and institutional investment activities. It is organized as a domestic LLC and has been registered with the SEC since 1936. The firm does not identify itself as a capital allocator, indicating it primarily implements investments rather than running a broad external allocation program.
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 513
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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