Stewards Asset Management
Firm details
- Headquarters
- Fort Lee, New Jersey
- CRD number
- 310524
- Website
- stewardassetmgmt.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Stewards Asset Management is an independent, individual-owned LLC that serves individual and family clients. The firm provides financial planning, portfolio management for individuals, small businesses, and institutions, and runs educational seminars and workshops. Its advisory fees include asset-based charges alongside hourly and fixed-fee arrangements. Stewards identifies as an active ESG investor and is not structured as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities97%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Woongkee Min
CEOCRD 4471881
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Lee, NJ
Bergen
Location
Fort Lee, NJ
Headquartered in Fort Lee, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Bergen
- Address
- Co Mirae Law 400 Kelby St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Daceyholden Management, LLC
RIAFort Lee, NJ
Worth Venture Partners, LLC
RIAFort Lee, NJ
Palisade Capital Management, LP
RIAFort Lee, NJ
Parkview Capital Management
RIAHighland Park, NJ
DTM Advisory Group LLC
RIANeptune, NJ
Personal Financial Specialists
RIACedar Knolls, NJ