Stewardship Partners Investment Counsel, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 115340
- Registered since
- February 10, 2004
- Website
- www.stewardshippartners.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI62.53%
- Individuals33.37%
- Charitable Organizations3.25%
- Corporations / Businesses0.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Stewardship Partners Investment Counsel, Inc. is an independent registered investment advisor that focuses on providing financial planning and portfolio management services to individuals and families. Established in 2004, the firm operates under a fee structure based on a percentage of assets under management. Stewardship Partners does not engage in capital allocation and is not classified as a pension consultant. The firm is multi-state registered, allowing it to serve clients across various regions.
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 Funds52%
- Exchange Traded Equities42%
- Cash & Cash Equivalents6%
Contacts
3 of 10
Howard Leonard
FounderCRD 852575
Timothy Burns
ControllerCRD 5029464
Heather Long
ShareholderCRD 8130869
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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