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STEWART WEALTH MANAGEMENT, INC.
Tel: 415-499-1544
1050 Northgate Drive Suite 333
San Rafael, California 94903
STEWART WEALTH MANAGEMENT, INC.
STEWART WEALTH MANAGEMENT, INC. is a San Rafael, California based financial advisory firm with nearly $438,089,550 in assets under management and provides investment advisory services for 1489 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 , Pesnsion consulting services , Other (PRIVATE PLACEMENT CONSULTING)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
143425
SEC#:
801-110534
No. of Clients:
1489
Assets under Management
$438,089,550
No. of Advisors:
3
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