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STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS

Tel: 714-455-2955
101 Main Street
#220
Huntington Beach, California  92648

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STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS

STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS is a Huntington Beach, California based financial advisory firm with nearly $110,429,973 in assets under management and provides investment advisory services for 519 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

322851

SEC#:

801-127270

No. of Clients:

519

Assets under Management

$110,429,973

No. of Advisors:

3

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