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FINANCIAL STEWARD ASSOCIATES, LLC
Tel: 303-444-5440
2919 Valmont Road Ste 109
Boulder, Colorado 80301
FINANCIAL STEWARD ASSOCIATES, LLC
FINANCIAL STEWARD ASSOCIATES, LLC is a Boulder, Colorado based financial advisory firm with nearly $218,042,812 in assets under management and provides investment advisory services for 587 clients. There are currently 7 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Other (CONSULTING)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
110594
SEC#:
801-126558
No. of Clients:
587
Assets under Management
$218,042,812
No. of Advisors:
7
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