STEWARDSHIP FINANCIAL PLANNING
Firm details
- Headquarters
- IRVINGTON, New York
- CRD number
- 128676
- Registered since
- September 29, 2023
- Website
- www.ameripriseadvisors.com
- Custodians
- RIA CUSTODY
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI90.76%
- Individuals9.24%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Stewardship Financial Planning is an independent registered investment adviser that began SEC registration in 2023 and is owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses and delivers advice on an hourly or fixed-fee basis rather than on an asset-fee model. It does not operate as a capital allocator and is not positioned as a multi-state or ESG-focused adviser. Stewardship lists an affiliation with a trust company, which may support custody or estate-related services for its clients.
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
- Public Funds/Mutual Funds30%
- US Government Bonds26%
- Cash & Cash Equivalents21%
- Exchange Traded Equities20%
- Non-Exchange Traded Equities2%
Contacts
1 of 1JOHN BELLUARDO
Owner & FounderCRD 1920731
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
IRVINGTON, NY
WESTCHESTER
Location
IRVINGTON, NY
Headquartered in IRVINGTON, NY, 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
- WESTCHESTER
- Address
- 90 N Broadway
- Time zone
- ET (UTC-5)
- Office locations
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