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STEWARD ADVISORS GROUP, LLC

Tel: (888) 225-3350
139 Meyer Road
Suite 201
Halfmoon, New York  12065

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STEWARD ADVISORS GROUP, LLC

STEWARD ADVISORS GROUP, LLC is a Halfmoon, New York based financial advisory firm with nearly $35,541,647 in assets under management and provides investment advisory services for 121 clients. There are currently 9 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 , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

321846

SEC#:

801-125950

No. of Clients:

121

Assets under Management

$35,541,647

No. of Advisors:

9

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